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Bellwether Investment Group’s Xcel Energy XEL Stock Holding History

Bellwether Investment Group’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-918
Closed -$41K – 627
2017
Q1 		$41K Hold
918
– – 0.11% 172
2016
Q4 		$37K Buy
+918
New +$36.7K 0.03% 326

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bellwether Investment Group's XEL Position: Q2 2017 in Review

Bellwether Investment Group sold out of Xcel Energy (XEL) in Q2 2017, closing a stake of 918 shares — an estimated $41K sold.

Bellwether Investment Group first reported a position in XEL in Q4 2016 and held it in 2 quarters. The position peaked at $41K in Q1 2017. 634 funds tracked by Wall St. Rank hold XEL as of Q2 2017.

  • Bellwether Investment Group reported no remaining Xcel Energy position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 918 Xcel Energy shares in Q2 2017, an estimated $41K.
  • Bellwether Investment Group first reported a position in Xcel Energy in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Xcel Energy position peaked at $41K in Q1 2017.
  • 634 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.