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Founders Financial Securities’s Xcel Energy XEL Stock Holding History

Founders Financial Securities’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
2019
Q2 		– Sell
-12,249
Closed -$689K – 128
2019
Q1 		$689K Sell
12,249
-191
-2% -$10.2K 0.22% 73
2018
Q4 		$613K Sell
12,440
-525
-4% -$26.3K 0.22% 66
2018
Q3 		$612K Buy
12,965
+109
+0.8% +$5.15K 0.17% 78
2018
Q2 		$587K Sell
12,856
-123
-0.9% -$5.51K 0.18% 77
2018
Q1 		$590K Buy
12,979
+373
+3% +$16.6K 0.19% 75
2017
Q4 		$606K Buy
+12,606
New +$626K 0.2% 72

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Founders Financial Securities's XEL Position: Q2 2019 in Review

Founders Financial Securities sold out of Xcel Energy (XEL) in Q2 2019, closing a stake of 12,249 shares — an estimated $689K sold.

Founders Financial Securities first reported a position in XEL in Q4 2017 and held it in 6 quarters. The position peaked at $689K in Q1 2019. 792 funds tracked by Wall St. Rank hold XEL as of Q2 2019.

  • Founders Financial Securities reported no remaining Xcel Energy position as of Q2 2019 after selling out during the quarter.
  • Founders Financial Securities sold 12,249 Xcel Energy shares in Q2 2019, an estimated $689K.
  • Founders Financial Securities first reported a position in Xcel Energy in Q4 2017 and held it in 6 quarters.
  • Founders Financial Securities's Xcel Energy position peaked at $689K in Q1 2019.
  • 792 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2019.

Based on Founders Financial Securities's 13F filing for Q2 2019, filed 22 Jul 2019.