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Delpha Capital Management’s Xcel Energy XEL Stock Holding History

Delpha Capital Management’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
Q1 		$319K Buy
+7,020
New +$313K 0.44% 70

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Delpha Capital Management's XEL Position: Q1 2018 in Review

Delpha Capital Management opened a new position in Xcel Energy (XEL) in Q1 2018: 7,020 shares worth $319K. The stake represents 0.44% of the portfolio and ranks #70 among its holdings.

711 funds tracked by Wall St. Rank hold XEL as of Q1 2018.

  • Delpha Capital Management held 7,020 shares of Xcel Energy worth $319K as of Q1 2018.
  • Xcel Energy was a new Delpha Capital Management position in Q1 2018.
  • Xcel Energy made up 0.44% of Delpha Capital Management's portfolio in Q1 2018, its #70 holding.
  • 711 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2018.

Based on Delpha Capital Management's 13F filing for Q1 2018, filed 11 May 2018.