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Edge Advisors’s Xcel Energy XEL Stock Holding History

Edge Advisors’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 		$33K Hold
762
– – ﹤0.01% 566
2018
Q1 		$33K Sell
762
-63
-8% -$2.81K ﹤0.01% 580
2017
Q4 		$39K Buy
825
+63
+8% +$3.13K ﹤0.01% 560
2017
Q3 		$35K Hold
762
– – ﹤0.01% 563
2017
Q2 		$34K Hold
762
– – ﹤0.01% 574
2017
Q1 		$33K Sell
762
-18
-2% -$763 ﹤0.01% 589
2016
Q4 		$31K Buy
+780
New +$31.2K ﹤0.01% 547

Other funds holding XEL

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

Edge Advisors's XEL Position: Q2 2018 in Review

Edge Advisors held its Xcel Energy (XEL) position steady in Q2 2018 at 762 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Edge Advisors first reported a position in XEL in Q4 2016 and has held it in 7 quarters since. The position peaked at $39K in Q4 2017. 709 funds tracked by Wall St. Rank hold XEL as of Q2 2018.

  • Edge Advisors held 762 shares of Xcel Energy worth $33K as of Q2 2018.
  • Edge Advisors left its Xcel Energy share count unchanged in Q2 2018.
  • Xcel Energy made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #566 holding.
  • Edge Advisors first reported a position in Xcel Energy in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Xcel Energy position peaked at $39K in Q4 2017.
  • 709 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.