EIM
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ExxonMobil Investment Management’s Xcel Energy XEL Stock Holding History

ExxonMobil Investment 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
2018
Q1 		$3.54M Sell
77,780
-2,957
-4% -$132K 0.1% 222
2017
Q4 		$3.88M Sell
80,737
-11,988
-13% -$595K 0.11% 220
2017
Q3 		$4.39M Sell
92,725
-4,765
-5% -$229K 0.11% 215
2017
Q2 		$4.47M Sell
97,490
-15,147
-13% -$697K 0.11% 221
2017
Q1 		$5.01M Sell
112,637
-4,937
-4% -$209K 0.11% 222
2016
Q4 		$4.79M Sell
117,574
-12,125
-9% -$485K 0.11% 227
2016
Q3 		$5.34M Sell
129,699
-1,785
-1% -$76.3K 0.11% 224
2016
Q2 		$5.89M Buy
131,484
+7,907
+6% +$327K 0.12% 199
2016
Q1 		$5.17M Buy
123,577
+9,826
+9% +$383K 0.12% 209
2015
Q4 		$4.08M Sell
113,751
-2,684
-2% -$95.8K 0.1% 235
2015
Q3 		$4.12M Buy
116,435
+3,901
+3% +$133K 0.11% 224
2015
Q2 		$3.62M Sell
112,534
-9,147
-8% -$308K 0.09% 264
2015
Q1 		$4.24M Buy
121,681
+2,461
+2% +$88K 0.1% 257
2014
Q4 		$4.28M Sell
119,220
-4,617
-4% -$155K 0.1% 248
2014
Q3 		$3.77M Sell
123,837
-3,875
-3% -$121K 0.09% 267
2014
Q2 		$4.12M Sell
127,712
-2,786
-2% -$86.3K 0.09% 257
2014
Q1 		$3.96M Buy
130,498
+957
+0.7% +$27.9K 0.09% 268
2013
Q4 		$3.62M Sell
129,541
-2,743
-2% -$77.5K 0.08% 288
2013
Q3 		$3.65M Sell
132,284
-5,886
-4% -$168K 0.09% 272
2013
Q2 		$3.92M Buy
+138,170
New +$4.13M 0.1% 252

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ExxonMobil Investment Management's XEL Position: Q1 2018 in Review

ExxonMobil Investment Management reduced its Xcel Energy (XEL) stake by 3.7% in Q1 2018, selling an estimated $132K and leaving 77,780 shares worth $3.54M. The position accounts for 0.1% of the portfolio, ranked #222.

ExxonMobil Investment Management first reported a position in XEL in Q2 2013 and has held it in 20 quarters since. The position peaked at $5.89M in Q2 2016. 711 funds tracked by Wall St. Rank hold XEL as of Q1 2018.

  • ExxonMobil Investment Management held 77,780 shares of Xcel Energy worth $3.54M as of Q1 2018.
  • ExxonMobil Investment Management sold 2,957 Xcel Energy shares in Q1 2018, an estimated $132K.
  • Xcel Energy made up 0.1% of ExxonMobil Investment Management's portfolio in Q1 2018, its #222 holding.
  • ExxonMobil Investment Management first reported a position in Xcel Energy in Q2 2013 and has held it in 20 quarters since.
  • ExxonMobil Investment Management's Xcel Energy position peaked at $5.89M in Q2 2016.
  • 711 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2018.

Based on ExxonMobil Investment Management's 13F filing for Q1 2018, filed 12 Apr 2018.