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Emerald Acquisition’s Xcel Energy XEL Stock Holding History

Emerald Acquisition’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
2016
Q3 		$77.4M Buy
1,882,408
+25
+0% +$1.07K 0.15% 153
2016
Q2 		$84.3M Buy
+1,882,383
New +$77.9M 0.15% 163

Other funds holding XEL

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Emerald Acquisition's XEL Position: Q3 2016 in Review

Emerald Acquisition increased its Xcel Energy (XEL) stake by 0% in Q3 2016, buying an estimated $1.07K and bringing the position to 1,882,408 shares worth $77.4M. The position accounts for 0.15% of the portfolio, ranked #153.

Emerald Acquisition first reported a position in XEL in Q2 2016 and has held it in 2 quarters since. The position peaked at $84.3M in Q2 2016. 585 funds tracked by Wall St. Rank hold XEL as of Q3 2016.

  • Emerald Acquisition held 1,882,408 shares of Xcel Energy worth $77.4M as of Q3 2016.
  • Emerald Acquisition bought 25 Xcel Energy shares in Q3 2016, an estimated $1.07K.
  • Xcel Energy made up 0.15% of Emerald Acquisition's portfolio in Q3 2016, its #153 holding.
  • Emerald Acquisition first reported a position in Xcel Energy in Q2 2016 and has held it in 2 quarters since.
  • Emerald Acquisition's Xcel Energy position peaked at $84.3M in Q2 2016.
  • 585 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2016.

Based on Emerald Acquisition's 13F filing for Q3 2016, filed 9 Nov 2016.