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Exchange Capital Management’s Xcel Energy XEL Stock Holding History

Exchange Capital 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
2017
Q2 		– Sell
-275
Closed -$12K – 256
2017
Q1 		$12K Hold
275
– – ﹤0.01% 162
2016
Q4 		$11K Hold
275
– – ﹤0.01% 152
2016
Q3 		$11K Hold
275
– – ﹤0.01% 167
2016
Q2 		$12K Buy
+275
New +$11.4K ﹤0.01% 156

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Exchange Capital Management's XEL Position: Q2 2017 in Review

Exchange Capital Management sold out of Xcel Energy (XEL) in Q2 2017, closing a stake of 275 shares — an estimated $12K sold.

Exchange Capital Management first reported a position in XEL in Q2 2016 and held it in 4 quarters. The position peaked at $12K in Q1 2017. 634 funds tracked by Wall St. Rank hold XEL as of Q2 2017.

  • Exchange Capital Management reported no remaining Xcel Energy position as of Q2 2017 after selling out during the quarter.
  • Exchange Capital Management sold 275 Xcel Energy shares in Q2 2017, an estimated $12K.
  • Exchange Capital Management first reported a position in Xcel Energy in Q2 2016 and held it in 4 quarters.
  • Exchange Capital Management's Xcel Energy position peaked at $12K in Q1 2017.
  • 634 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2017.

Based on Exchange Capital Management's 13F filing for Q2 2017, filed 27 Jul 2017.