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Clarfeld Financial Advisors’s Xcel Energy XEL Stock Holding History

Clarfeld Financial Advisors’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 		$3K Buy
+67
New +$3.36K ﹤0.01% 415

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clarfeld Financial Advisors's XEL Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Xcel Energy (XEL) in Q4 2018: 67 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #415 among its holdings.

759 funds tracked by Wall St. Rank hold XEL as of Q4 2018.

  • Clarfeld Financial Advisors held 67 shares of Xcel Energy worth $3K as of Q4 2018.
  • Xcel Energy was a new Clarfeld Financial Advisors position in Q4 2018.
  • Xcel Energy made up ﹤0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #415 holding.
  • 759 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.