E. Ohman J:or Asset Management’s Xcel Energy XEL Stock Holding History

E. Ohman J:or Asset 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 Q2	–	Sell	-10,400	Closed	-$473K	–	532
2018 Q1	$473K	Sell	10,400 -2,400	-19%	-$107K	0.04%	256
2017 Q4	$616K	Sell	12,800 -1,900	-13%	-$94.3K	0.05%	223
2017 Q3	$696K	Buy	14,700 +400	+3%	+$19.2K	0.06%	202
2017 Q2	$656K	Hold	14,300	–	–	0.07%	206
2017 Q1	$636K	Buy	14,300 +1,100	+8%	+$46.6K	0.08%	212
2016 Q4	$537K	Buy	13,200 +2,500	+23%	+$100K	0.07%	199
2016 Q3	$440K	Hold	10,700	–	–	0.07%	223
2016 Q2	$479K	Hold	10,700	–	–	0.08%	187
2016 Q1	$447K	Hold	10,700	–	–	0.08%	186
2015 Q4	$384K	Hold	10,700	–	–	0.07%	213
2015 Q3	$379K	Hold	10,700	–	–	0.1%	194
2015 Q2	$344K	Hold	10,700	–	–	0.08%	239
2015 Q1	$372K	Hold	10,700	–	–	0.09%	231
2014 Q4	$389K	Hold	10,700	–	–	0.09%	221
2014 Q3	$325K	Hold	10,700	–	–	0.08%	248
2014 Q2	$345K	Hold	10,700	–	–	0.08%	241
2014 Q1	$325K	Sell	10,700 -3,000	-22%	-$87.5K	0.08%	258
2013 Q4	$383K	Hold	13,700	–	–	0.09%	236
2013 Q3	$378K	Hold	13,700	–	–	0.1%	229
2013 Q2	$388K	Buy	+13,700	New	+$409K	0.11%	204

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

E. Ohman J:or Asset Management's XEL Position: Q2 2018 in Review

E. Ohman J:or Asset Management sold out of Xcel Energy (XEL) in Q2 2018, closing a stake of 10,400 shares — an estimated $473K sold.

E. Ohman J:or Asset Management first reported a position in XEL in Q2 2013 and held it in 20 quarters. The position peaked at $696K in Q3 2017. 709 funds tracked by Wall St. Rank hold XEL as of Q2 2018.

E. Ohman J:or Asset Management reported no remaining Xcel Energy position as of Q2 2018 after selling out during the quarter.
E. Ohman J:or Asset Management sold 10,400 Xcel Energy shares in Q2 2018, an estimated $473K.
E. Ohman J:or Asset Management first reported a position in Xcel Energy in Q2 2013 and held it in 20 quarters.
E. Ohman J:or Asset Management's Xcel Energy position peaked at $696K in Q3 2017.
709 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2018.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2018, filed 5 Apr 2024.