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Daiwa SB Investments’s Xcel Energy XEL Stock Holding History

Daiwa SB Investments’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 		$7K Hold
120
– – ﹤0.01% 216
2018
Q4 		$6K Hold
120
– – ﹤0.01% 228
2018
Q3 		$6K Buy
120
+30
+33% +$1.42K ﹤0.01% 233
2018
Q2 		$4K Hold
90
– – ﹤0.01% 242
2018
Q1 		$4K Hold
90
– – ﹤0.01% 231
2017
Q4 		$4K Hold
90
– – ﹤0.01% 233
2017
Q3 		$4K Buy
+90
New +$4.32K ﹤0.01% 232

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Daiwa SB Investments's XEL Position: Q1 2019 in Review

Daiwa SB Investments held its Xcel Energy (XEL) position steady in Q1 2019 at 120 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #216.

Daiwa SB Investments first reported a position in XEL in Q3 2017 and has held it in 7 quarters since. 785 funds tracked by Wall St. Rank hold XEL as of Q1 2019.

  • Daiwa SB Investments held 120 shares of Xcel Energy worth $7K as of Q1 2019.
  • Daiwa SB Investments left its Xcel Energy share count unchanged in Q1 2019.
  • Xcel Energy made up ﹤0.01% of Daiwa SB Investments's portfolio in Q1 2019, its #216 holding.
  • Daiwa SB Investments first reported a position in Xcel Energy in Q3 2017 and has held it in 7 quarters since.
  • 785 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2019.

Based on Daiwa SB Investments's 13F filing for Q1 2019, filed 18 Apr 2019.