Girard Partners’s Xcel Energy XEL Stock Holding History

Girard Partners’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 Q4	–	Sell	-1,436	Closed	-$67K	–	830
2018 Q3	$67K	Buy	+1,436	New	+$67.8K	0.01%	408

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Girard Partners's XEL Position: Q4 2018 in Review

Girard Partners sold out of Xcel Energy (XEL) in Q4 2018, closing a stake of 1,436 shares — an estimated $67K sold.

Girard Partners first reported a position in XEL in Q3 2018 and held it in 1 quarter. The position peaked at $67K in Q3 2018. 758 funds tracked by Wall St. Rank hold XEL as of Q4 2018.

Girard Partners reported no remaining Xcel Energy position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 1,436 Xcel Energy shares in Q4 2018, an estimated $67K.
Girard Partners first reported a position in Xcel Energy in Q3 2018 and held it in 1 quarter.
Girard Partners's Xcel Energy position peaked at $67K in Q3 2018.
758 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.