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BlackRock Fund Advisors’s Xcel Energy XEL Stock Holding History

BlackRock Fund Advisors’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
2016
Q4 		$685M Buy
16,824,978
+233,625
+1% +$9.34M 0.13% 136
2016
Q3 		$683M Buy
16,591,353
+469,820
+3% +$20.1M 0.14% 119
2016
Q2 		$722M Buy
16,121,533
+1,367,234
+9% +$56.6M 0.16% 109
2016
Q1 		$617M Buy
14,754,299
+645,514
+5% +$25.2M 0.14% 118
2015
Q4 		$507M Buy
14,108,785
+868,055
+7% +$31M 0.12% 149
2015
Q3 		$469M Buy
13,240,730
+124,593
+0.9% +$4.24M 0.12% 138
2015
Q2 		$422M Sell
13,116,137
-202,185
-2% -$6.8M 0.1% 173
2015
Q1 		$464M Sell
13,318,322
-184,355
-1% -$6.59M 0.11% 169
2014
Q4 		$485M Buy
13,502,677
+1,655,368
+14% +$55.6M 0.12% 155
2014
Q3 		$360M Sell
11,847,309
-351,586
-3% -$11M 0.1% 179
2014
Q2 		$393M Buy
12,198,895
+1,841,995
+18% +$57.1M 0.11% 162
2014
Q1 		$314M Buy
10,356,900
+62,079
+0.6% +$1.81M 0.09% 194
2013
Q4 		$288M Buy
10,294,821
+2,233,382
+28% +$63.1M 0.09% 211
2013
Q3 		$223M Sell
8,061,439
-573,513
-7% -$16.4M 0.08% 272
2013
Q2 		$245M Buy
+8,634,952
New +$258M 0.09% 212

Other funds holding XEL

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock Fund Advisors's XEL Position: Q4 2016 in Review

BlackRock Fund Advisors increased its Xcel Energy (XEL) stake by 1.4% in Q4 2016, buying an estimated $9.34M and bringing the position to 16,824,978 shares worth $685M. The position accounts for 0.13% of the portfolio, ranked #136.

BlackRock Fund Advisors first reported a position in XEL in Q2 2013 and has held it in 15 quarters since. The position peaked at $722M in Q2 2016. 628 funds tracked by Wall St. Rank hold XEL as of Q4 2016.

  • BlackRock Fund Advisors held 16,824,978 shares of Xcel Energy worth $685M as of Q4 2016.
  • BlackRock Fund Advisors bought 233,625 Xcel Energy shares in Q4 2016, an estimated $9.34M.
  • Xcel Energy made up 0.13% of BlackRock Fund Advisors's portfolio in Q4 2016, its #136 holding.
  • BlackRock Fund Advisors first reported a position in Xcel Energy in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Fund Advisors's Xcel Energy position peaked at $722M in Q2 2016.
  • 628 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2016.

Based on BlackRock Fund Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.