Driehaus Capital Management’s Xcel Energy XEL Stock Holding History

Driehaus 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 Q4	–	Sell	-62,257	Closed	-$2.94M	–	532
2018 Q3	$2.94M	Buy	62,257 +1,037	+2%	+$49K	0.09%	243
2018 Q2	$2.8M	Buy	61,220 +36,380	+146%	+$1.63M	0.09%	232
2018 Q1	$1.13M	Buy	24,840 +14,840	+148%	+$661K	0.04%	327
2017 Q4	$481K	Buy	+10,000	New	+$496K	0.02%	406
2016 Q2	–	Sell	-11,940	Closed	-$499K	–	657
2016 Q1	$499K	Buy	+11,940	New	+$465K	0.02%	454

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Driehaus Capital Management's XEL Position: Q4 2018 in Review

Driehaus Capital Management sold out of Xcel Energy (XEL) in Q4 2018, closing a stake of 62,257 shares — an estimated $2.94M sold.

Driehaus Capital Management first reported a position in XEL in Q1 2016 and held it in 5 quarters. The position peaked at $2.94M in Q3 2018. 758 funds tracked by Wall St. Rank hold XEL as of Q4 2018.

Driehaus Capital Management reported no remaining Xcel Energy position as of Q4 2018 after selling out during the quarter.
Driehaus Capital Management sold 62,257 Xcel Energy shares in Q4 2018, an estimated $2.94M.
Driehaus Capital Management first reported a position in Xcel Energy in Q1 2016 and held it in 5 quarters.
Driehaus Capital Management's Xcel Energy position peaked at $2.94M in Q3 2018.
758 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2018.

Based on Driehaus Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.