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Convergence Investment Partners’s Xcel Energy XEL Stock Holding History

Convergence Investment Partners’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
-1,094
Closed -$50K – 924
2018
Q1 		$50K Buy
+1,094
New +$48.8K 0.01% 442
2016
Q1 		– Sell
-74,412
Closed -$2.67M – 401
2015
Q4 		$2.67M Buy
+74,412
New +$2.66M 0.3% 121

Other funds holding XEL

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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

Convergence Investment Partners's XEL Position: Q2 2018 in Review

Convergence Investment Partners sold out of Xcel Energy (XEL) in Q2 2018, closing a stake of 1,094 shares — an estimated $50K sold.

Convergence Investment Partners first reported a position in XEL in Q4 2015 and held it in 2 quarters. The position peaked at $2.67M in Q4 2015. 709 funds tracked by Wall St. Rank hold XEL as of Q2 2018.

  • Convergence Investment Partners reported no remaining Xcel Energy position as of Q2 2018 after selling out during the quarter.
  • Convergence Investment Partners sold 1,094 Xcel Energy shares in Q2 2018, an estimated $50K.
  • Convergence Investment Partners first reported a position in Xcel Energy in Q4 2015 and held it in 2 quarters.
  • Convergence Investment Partners's Xcel Energy position peaked at $2.67M in Q4 2015.
  • 709 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2018.

Based on Convergence Investment Partners's 13F filing for Q2 2018, filed 7 Aug 2018.