EI
XEL icon

Elkhorn Investments’s Xcel Energy XEL Stock Holding History

Elkhorn Investments’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
2017
Q4 		$1.9M Buy
39,719
+14,325
+56% +$711K 0.99% 54
2017
Q3 		$1.2M Buy
25,394
+368
+1% +$17.7K 0.89% 80
2017
Q2 		$1.2M Sell
25,026
-1,753
-7% -$80.7K 0.93% 66
2017
Q1 		$1.19M Buy
+26,779
New +$1.13M 0.98% 50

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Elkhorn Investments's XEL Position: Q4 2017 in Review

Elkhorn Investments increased its Xcel Energy (XEL) stake by 56% in Q4 2017, buying an estimated $711K and bringing the position to 39,719 shares worth $1.9M. The position accounts for 0.99% of the portfolio, ranked #54.

Elkhorn Investments first reported a position in XEL in Q1 2017 and has held it in 4 quarters since. 706 funds tracked by Wall St. Rank hold XEL as of Q4 2017.

  • Elkhorn Investments held 39,719 shares of Xcel Energy worth $1.9M as of Q4 2017.
  • Elkhorn Investments bought 14,325 Xcel Energy shares in Q4 2017, an estimated $711K.
  • Xcel Energy made up 0.99% of Elkhorn Investments's portfolio in Q4 2017, its #54 holding.
  • Elkhorn Investments first reported a position in Xcel Energy in Q1 2017 and has held it in 4 quarters since.
  • 706 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2017.

Based on Elkhorn Investments's 13F filing for Q4 2017, filed 14 Feb 2018.