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Clearwater Capital Advisors’s Xcel Energy XEL Stock Holding History

Clearwater Capital 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
Q2 		– Sell
-717
Closed -$33K – 567
2018
Q1 		$33K Buy
+717
New +$32K 0.01% 332

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Clearwater Capital Advisors's XEL Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Xcel Energy (XEL) in Q2 2018, closing a stake of 717 shares — an estimated $33K sold.

Clearwater Capital Advisors first reported a position in XEL in Q1 2018 and held it in 1 quarter. The position peaked at $33K in Q1 2018. 709 funds tracked by Wall St. Rank hold XEL as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining Xcel Energy position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 717 Xcel Energy shares in Q2 2018, an estimated $33K.
  • Clearwater Capital Advisors first reported a position in Xcel Energy in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's Xcel Energy position peaked at $33K in Q1 2018.
  • 709 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.