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BlackRock Investment Management’s Xcel Energy XEL Stock Holding History

BlackRock Investment Management’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 		$49.7M Buy
1,220,323
+20,274
+2% +$811K 0.06% 311
2016
Q3 		$49.4M Buy
1,200,049
+7,544
+0.6% +$323K 0.06% 301
2016
Q2 		$53.4M Sell
1,192,505
-4,377
-0.4% -$181K 0.07% 281
2016
Q1 		$50.1M Buy
1,196,882
+6,929
+0.6% +$270K 0.07% 285
2015
Q4 		$42.7M Buy
1,189,953
+82,080
+7% +$2.93M 0.05% 313
2015
Q3 		$39.2M Buy
1,107,873
+5,735
+0.5% +$195K 0.05% 324
2015
Q2 		$35.5M Buy
1,102,138
+93,773
+9% +$3.15M 0.04% 367
2015
Q1 		$35.1M Sell
1,008,365
-9,878
-1% -$353K 0.05% 365
2014
Q4 		$36.6M Buy
1,018,243
+19,374
+2% +$651K 0.05% 356
2014
Q3 		$30.4M Buy
998,869
+3,940
+0.4% +$123K 0.04% 383
2014
Q2 		$32.1M Buy
994,929
+53,137
+6% +$1.65M 0.04% 391
2014
Q1 		$28.6M Buy
941,792
+24,333
+3% +$709K 0.04% 396
2013
Q4 		$25.6M Sell
917,459
-31,302
-3% -$884K 0.04% 422
2013
Q3 		$26.2M Sell
948,761
-161,916
-15% -$4.63M 0.04% 377
2013
Q2 		$31.5M Buy
+1,110,677
New +$33.2M 0.06% 308

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 Investment Management's XEL Position: Q4 2016 in Review

BlackRock Investment Management increased its Xcel Energy (XEL) stake by 1.7% in Q4 2016, buying an estimated $811K and bringing the position to 1,220,323 shares worth $49.7M. The position accounts for 0.06% of the portfolio, ranked #311.

BlackRock Investment Management first reported a position in XEL in Q2 2013 and has held it in 15 quarters since. The position peaked at $53.4M in Q2 2016. 628 funds tracked by Wall St. Rank hold XEL as of Q4 2016.

  • BlackRock Investment Management held 1,220,323 shares of Xcel Energy worth $49.7M as of Q4 2016.
  • BlackRock Investment Management bought 20,274 Xcel Energy shares in Q4 2016, an estimated $811K.
  • Xcel Energy made up 0.06% of BlackRock Investment Management's portfolio in Q4 2016, its #311 holding.
  • BlackRock Investment Management first reported a position in Xcel Energy in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Investment Management's Xcel Energy position peaked at $53.4M in Q2 2016.
  • 628 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2016.

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