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Blackstart Capital’s Xcel Energy XEL Stock Holding History

Blackstart Capital’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
2019
Q2 		– Sell
-470,604
Closed -$26.5M – 28
2019
Q1 		$26.5M Buy
+470,604
New +$25M 5.91% 9
2017
Q3 		– Sell
-328,333
Closed -$15M – 35
2017
Q2 		$15M Buy
328,333
+43,757
+15% +$2.01M 6.04% 3
2017
Q1 		$12.6M Buy
+284,576
New +$12.1M 6.24% 4

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Blackstart Capital's XEL Position: Q2 2019 in Review

Blackstart Capital sold out of Xcel Energy (XEL) in Q2 2019, closing a stake of 470,604 shares — an estimated $26.5M sold.

Blackstart Capital first reported a position in XEL in Q1 2017 and held it in 3 quarters. The position peaked at $26.5M in Q1 2019. 792 funds tracked by Wall St. Rank hold XEL as of Q2 2019.

  • Blackstart Capital reported no remaining Xcel Energy position as of Q2 2019 after selling out during the quarter.
  • Blackstart Capital sold 470,604 Xcel Energy shares in Q2 2019, an estimated $26.5M.
  • Blackstart Capital first reported a position in Xcel Energy in Q1 2017 and held it in 3 quarters.
  • Blackstart Capital's Xcel Energy position peaked at $26.5M in Q1 2019.
  • 792 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2019.

Based on Blackstart Capital's 13F filing for Q2 2019, filed 14 Aug 2019.