EWM
XEL icon

Edge Wealth Management’s Xcel Energy XEL Stock Holding History

Edge Wealth 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
2013
Q3 		– Sell
-45
Closed -$1K – 365
2013
Q2 		$1K Buy
+45
New +$1.34K ﹤0.01% 314

Other funds holding XEL

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Edge Wealth Management's XEL Position: Q3 2013 in Review

Edge Wealth Management sold out of Xcel Energy (XEL) in Q3 2013, closing a stake of 45 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in XEL in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 474 funds tracked by Wall St. Rank hold XEL as of Q3 2013.

  • Edge Wealth Management reported no remaining Xcel Energy position as of Q3 2013 after selling out during the quarter.
  • Edge Wealth Management sold 45 Xcel Energy shares in Q3 2013, an estimated $1K.
  • Edge Wealth Management first reported a position in Xcel Energy in Q2 2013 and held it in 1 quarter.
  • Edge Wealth Management's Xcel Energy position peaked at $1K in Q2 2013.
  • 474 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2013.

Based on Edge Wealth Management's 13F filing for Q3 2013, filed 7 Oct 2013.