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BlackRock Group’s Xcel Energy XEL Stock Holding History

BlackRock 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
2016
Q4 		$213M Buy
5,235,550
+586,148
+13% +$23.4M 0.1% 240
2016
Q3 		$191M Buy
4,649,402
+49,538
+1% +$2.12M 0.1% 256
2016
Q2 		$206M Buy
4,599,864
+61,435
+1% +$2.54M 0.11% 235
2016
Q1 		$190M Buy
4,538,429
+9,344
+0.2% +$364K 0.1% 235
2015
Q4 		$163M Buy
4,529,085
+164,539
+4% +$5.87M 0.09% 253
2015
Q3 		$155M Buy
4,364,546
+100,277
+2% +$3.41M 0.09% 251
2015
Q2 		$137M Sell
4,264,269
-19,710
-0.5% -$663K 0.07% 303
2015
Q1 		$149M Sell
4,283,979
-228,233
-5% -$8.16M 0.08% 290
2014
Q4 		$162M Buy
4,512,212
+376,076
+9% +$12.6M 0.09% 270
2014
Q3 		$126M Buy
4,136,136
+160,072
+4% +$5.01M 0.07% 308
2014
Q2 		$128M Buy
3,976,064
+258,616
+7% +$8.01M 0.07% 301
2014
Q1 		$113M Sell
3,717,448
-239,925
-6% -$7M 0.07% 309
2013
Q4 		$111M Buy
3,957,373
+206,657
+6% +$5.84M 0.07% 314
2013
Q3 		$104M Sell
3,750,716
-70,504
-2% -$2.02M 0.07% 325
2013
Q2 		$108M Buy
+3,821,220
New +$114M 0.08% 275

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

BlackRock Group's XEL Position: Q4 2016 in Review

BlackRock Group increased its Xcel Energy (XEL) stake by 13% in Q4 2016, buying an estimated $23.4M and bringing the position to 5,235,550 shares worth $213M. The position accounts for 0.1% of the portfolio, ranked #240.

BlackRock Group first reported a position in XEL in Q2 2013 and has held it in 15 quarters since. 628 funds tracked by Wall St. Rank hold XEL as of Q4 2016.

  • BlackRock Group held 5,235,550 shares of Xcel Energy worth $213M as of Q4 2016.
  • BlackRock Group bought 586,148 Xcel Energy shares in Q4 2016, an estimated $23.4M.
  • Xcel Energy made up 0.1% of BlackRock Group's portfolio in Q4 2016, its #240 holding.
  • BlackRock Group first reported a position in Xcel Energy in Q2 2013 and has held it in 15 quarters since.
  • 628 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2016.

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