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Formidable Asset Management’s Xcel Energy XEL Stock Holding History

Formidable Asset 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
2016
Q2 		– Sell
-218
Closed -$8K – 432
2016
Q1 		$8K Hold
218
– – 0.01% 372
2015
Q4 		$7K Hold
218
– – ﹤0.01% 431
2015
Q3 		$7K Hold
218
– – ﹤0.01% 461
2015
Q2 		$7K Hold
218
– – ﹤0.01% 409
2015
Q1 		$7K Hold
218
– – ﹤0.01% 401
2014
Q4 		$8K Hold
218
– – 0.01% 362
2014
Q3 		$7K Buy
+218
New +$6.82K ﹤0.01% 370

Other funds holding XEL

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Formidable Asset Management's XEL Position: Q2 2016 in Review

Formidable Asset Management sold out of Xcel Energy (XEL) in Q2 2016, closing a stake of 218 shares — an estimated $8K sold.

Formidable Asset Management first reported a position in XEL in Q3 2014 and held it in 7 quarters. The position peaked at $8K in Q1 2016. 614 funds tracked by Wall St. Rank hold XEL as of Q2 2016.

  • Formidable Asset Management reported no remaining Xcel Energy position as of Q2 2016 after selling out during the quarter.
  • Formidable Asset Management sold 218 Xcel Energy shares in Q2 2016, an estimated $8K.
  • Formidable Asset Management first reported a position in Xcel Energy in Q3 2014 and held it in 7 quarters.
  • Formidable Asset Management's Xcel Energy position peaked at $8K in Q1 2016.
  • 614 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2016.

Based on Formidable Asset Management's 13F filing for Q2 2016, filed 12 Aug 2016.