Global X Management Company’s Xcel Energy XEL Stock Holding History

Global X Management Company’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 Q2	$648K	Sell	14,183 -7,013	-33%	-$314K	0.01%	611
2018 Q1	$964K	Buy	21,196 +398	+2%	+$17.7K	0.02%	433
2017 Q4	$1M	Sell	20,798 -976	-4%	-$48.4K	0.02%	370
2017 Q3	$1.03M	Buy	21,774 +3,109	+17%	+$149K	0.03%	354
2017 Q2	$856K	Buy	18,665 +3,832	+26%	+$176K	0.03%	382
2017 Q1	$659K	Buy	14,833 +4,806	+48%	+$204K	0.02%	403
2016 Q4	$408K	Buy	10,027 +1,979	+25%	+$79.1K	0.02%	434
2016 Q3	$331K	Buy	8,048 +3,624	+82%	+$155K	0.01%	438
2016 Q2	$198K	Buy	4,424 +2,078	+89%	+$86K	0.01%	366
2016 Q1	$98K	Buy	2,346 +2,100	+854%	+$81.9K	0.01%	406
2015 Q4	$9K	Hold	246	–	–	﹤0.01%	582
2015 Q3	$9K	Hold	246	–	–	﹤0.01%	654
2015 Q2	$8K	Buy	+246	New	+$8.28K	﹤0.01%	649

Other funds holding XEL

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

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Global X Management Company's XEL Position: Q2 2018 in Review

Global X Management Company reduced its Xcel Energy (XEL) stake by 33% in Q2 2018, selling an estimated $314K and leaving 14,183 shares worth $648K. The position accounts for 0.01% of the portfolio, ranked #611.

Global X Management Company first reported a position in XEL in Q2 2015 and has held it in 13 quarters since. The position peaked at $1.03M in Q3 2017. 709 funds tracked by Wall St. Rank hold XEL as of Q2 2018.

Global X Management Company held 14,183 shares of Xcel Energy worth $648K as of Q2 2018.
Global X Management Company sold 7,013 Xcel Energy shares in Q2 2018, an estimated $314K.
Xcel Energy made up 0.01% of Global X Management Company's portfolio in Q2 2018, its #611 holding.
Global X Management Company first reported a position in Xcel Energy in Q2 2015 and has held it in 13 quarters since.
Global X Management Company's Xcel Energy position peaked at $1.03M in Q3 2017.
709 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2018.

Based on Global X Management Company's 13F filing for Q2 2018, filed 16 Aug 2018.