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Geneva Advisors’s Xcel Energy XEL Stock Holding History

Geneva Advisors’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
2015
Q4 		– Sell
-6,893
Closed -$244K – 693
2015
Q3 		$244K Hold
6,893
– – ﹤0.01% 525
2015
Q2 		$222K Buy
+6,893
New +$232K ﹤0.01% 588

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geneva Advisors's XEL Position: Q4 2015 in Review

Geneva Advisors sold out of Xcel Energy (XEL) in Q4 2015, closing a stake of 6,893 shares — an estimated $244K sold.

Geneva Advisors first reported a position in XEL in Q2 2015 and held it in 2 quarters. The position peaked at $244K in Q3 2015. 566 funds tracked by Wall St. Rank hold XEL as of Q4 2015.

  • Geneva Advisors reported no remaining Xcel Energy position as of Q4 2015 after selling out during the quarter.
  • Geneva Advisors sold 6,893 Xcel Energy shares in Q4 2015, an estimated $244K.
  • Geneva Advisors first reported a position in Xcel Energy in Q2 2015 and held it in 2 quarters.
  • Geneva Advisors's Xcel Energy position peaked at $244K in Q3 2015.
  • 566 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2015.

Based on Geneva Advisors's 13F filing for Q4 2015, filed 4 Feb 2016.