CMBA
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C.M. Bidwell & Associates’s Xcel Energy XEL Stock Holding History

C.M. Bidwell & Associates’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
2017
Q3 		– Sell
-67,140
Closed -$3.08M – 373
2017
Q2 		$3.08M Buy
+67,140
New +$3.09M 0.66% 68

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

C.M. Bidwell & Associates's XEL Position: Q3 2017 in Review

C.M. Bidwell & Associates sold out of Xcel Energy (XEL) in Q3 2017, closing a stake of 67,140 shares — an estimated $3.08M sold.

C.M. Bidwell & Associates first reported a position in XEL in Q2 2017 and held it in 1 quarter. The position peaked at $3.08M in Q2 2017. 640 funds tracked by Wall St. Rank hold XEL as of Q3 2017.

  • C.M. Bidwell & Associates reported no remaining Xcel Energy position as of Q3 2017 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 67,140 Xcel Energy shares in Q3 2017, an estimated $3.08M.
  • C.M. Bidwell & Associates first reported a position in Xcel Energy in Q2 2017 and held it in 1 quarter.
  • C.M. Bidwell & Associates's Xcel Energy position peaked at $3.08M in Q2 2017.
  • 640 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2017.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2017, filed 13 Nov 2017.