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Bruderman Asset Management’s Xcel Energy XEL Stock Holding History

Bruderman 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
2019
Q2 		– Sell
-542
Closed -$30K – 582
2019
Q1 		$30K Hold
542
– – 0.01% 329
2018
Q4 		$27K Buy
+542
New +$27.2K 0.01% 311

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bruderman Asset Management's XEL Position: Q2 2019 in Review

Bruderman Asset Management sold out of Xcel Energy (XEL) in Q2 2019, closing a stake of 542 shares — an estimated $30K sold.

Bruderman Asset Management first reported a position in XEL in Q4 2018 and held it in 2 quarters. The position peaked at $30K in Q1 2019. 792 funds tracked by Wall St. Rank hold XEL as of Q2 2019.

  • Bruderman Asset Management reported no remaining Xcel Energy position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 542 Xcel Energy shares in Q2 2019, an estimated $30K.
  • Bruderman Asset Management first reported a position in Xcel Energy in Q4 2018 and held it in 2 quarters.
  • Bruderman Asset Management's Xcel Energy position peaked at $30K in Q1 2019.
  • 792 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.