Blue Sky Asset Management’s Xcel Energy XEL Stock Holding History

Blue Sky Asset 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
2018 Q4	–	Sell	-8,892	Closed	-$420K	–	91
2018 Q3	$420K	Buy	+8,892	New	+$420K	0.35%	58

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Blue Sky Asset Management's XEL Position: Q4 2018 in Review

Blue Sky Asset Management sold out of Xcel Energy (XEL) in Q4 2018, closing a stake of 8,892 shares — an estimated $420K sold.

Blue Sky Asset Management first reported a position in XEL in Q3 2018 and held it in 1 quarter. The position peaked at $420K in Q3 2018. 758 funds tracked by Wall St. Rank hold XEL as of Q4 2018.

Blue Sky Asset Management reported no remaining Xcel Energy position as of Q4 2018 after selling out during the quarter.
Blue Sky Asset Management sold 8,892 Xcel Energy shares in Q4 2018, an estimated $420K.
Blue Sky Asset Management first reported a position in Xcel Energy in Q3 2018 and held it in 1 quarter.
Blue Sky Asset Management's Xcel Energy position peaked at $420K in Q3 2018.
758 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2018.

Based on Blue Sky Asset Management's 13F filing for Q4 2018, filed 12 Feb 2019.