Claybrook Capital’s Xcel Energy XEL Stock Holding History

Claybrook Capital’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	-500	Closed	-$25K	–	696
2018 Q4	$25K	Buy	+500	New	+$25.1K	0.01%	328

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

Claybrook Capital's XEL Position: Q1 2019 in Review

Claybrook Capital sold out of Xcel Energy (XEL) in Q1 2019, closing a stake of 500 shares — an estimated $25K sold.

Claybrook Capital first reported a position in XEL in Q4 2018 and held it in 1 quarter. The position peaked at $25K in Q4 2018. 785 funds tracked by Wall St. Rank hold XEL as of Q1 2019.

Claybrook Capital reported no remaining Xcel Energy position as of Q1 2019 after selling out during the quarter.
Claybrook Capital sold 500 Xcel Energy shares in Q1 2019, an estimated $25K.
Claybrook Capital first reported a position in Xcel Energy in Q4 2018 and held it in 1 quarter.
Claybrook Capital's Xcel Energy position peaked at $25K in Q4 2018.
785 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2019.

Based on Claybrook Capital's 13F filing for Q1 2019, filed 15 May 2019.