Bridgeworth’s Xcel Energy XEL Stock Holding History

Bridgeworth’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 Q3	–	Sell	-235	Closed	-$10K	–	552
2018 Q2	$10K	Buy	+235	New	+$10.5K	﹤0.01%	450

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bridgeworth's XEL Position: Q3 2018 in Review

Bridgeworth sold out of Xcel Energy (XEL) in Q3 2018, closing a stake of 235 shares — an estimated $10K sold.

Bridgeworth first reported a position in XEL in Q2 2018 and held it in 1 quarter. The position peaked at $10K in Q2 2018. 697 funds tracked by Wall St. Rank hold XEL as of Q3 2018.

Bridgeworth reported no remaining Xcel Energy position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 235 Xcel Energy shares in Q3 2018, an estimated $10K.
Bridgeworth first reported a position in Xcel Energy in Q2 2018 and held it in 1 quarter.
Bridgeworth's Xcel Energy position peaked at $10K in Q2 2018.
697 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.