Cerebellum’s Xcel Energy XEL Stock Holding History

Cerebellum’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 Q1	–	Sell	-87	Closed	-$4K	–	548
2018 Q4	$4K	Sell	87 -2,542	-97%	-$127K	﹤0.01%	419
2018 Q3	$124K	Buy	2,629 +1,422	+118%	+$67.1K	0.2%	337
2018 Q2	$55K	Buy	+1,207	New	+$54.1K	0.09%	351

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

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

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

Cerebellum's XEL Position: Q1 2019 in Review

Cerebellum sold out of Xcel Energy (XEL) in Q1 2019, closing a stake of 87 shares — an estimated $4K sold.

Cerebellum first reported a position in XEL in Q2 2018 and held it in 3 quarters. The position peaked at $124K in Q3 2018. 785 funds tracked by Wall St. Rank hold XEL as of Q1 2019.

Cerebellum reported no remaining Xcel Energy position as of Q1 2019 after selling out during the quarter.
Cerebellum sold 87 Xcel Energy shares in Q1 2019, an estimated $4K.
Cerebellum first reported a position in Xcel Energy in Q2 2018 and held it in 3 quarters.
Cerebellum's Xcel Energy position peaked at $124K in Q3 2018.
785 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2019.

Based on Cerebellum's 13F filing for Q1 2019, filed 21 May 2019.