Hartford Financial Management’s Xcel Energy XEL Stock Holding History

Hartford Financial 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
2019 Q2	–	Sell	-300	Closed	-$17K	–	377
2019 Q1	$17K	Hold	300	–	–	0.01%	279
2018 Q4	$15K	Hold	300	–	–	0.01%	288
2018 Q3	$14K	Hold	300	–	–	﹤0.01%	302
2018 Q2	$14K	Hold	300	–	–	0.01%	300
2018 Q1	$13K	Hold	300	–	–	0.01%	253
2017 Q4	$14K	Hold	300	–	–	0.01%	247
2017 Q3	$14K	Hold	300	–	–	0.01%	268
2017 Q2	$13K	Hold	300	–	–	0.01%	260
2017 Q1	$13K	Hold	300	–	–	0.01%	252
2016 Q4	$12K	Hold	300	–	–	0.01%	226
2016 Q3	$12K	Hold	300	–	–	0.01%	229
2016 Q2	$13K	Hold	300	–	–	0.01%	201
2016 Q1	$12K	Hold	300	–	–	0.01%	203
2015 Q4	$10K	Hold	300	–	–	0.01%	210
2015 Q3	$10K	Hold	300	–	–	0.01%	199
2015 Q2	$9K	Buy	+300	New	+$10.1K	0.01%	219

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

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 San Mateo, California $408B AUM 30.18% 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

Hartford Financial Management's XEL Position: Q2 2019 in Review

Hartford Financial Management sold out of Xcel Energy (XEL) in Q2 2019, closing a stake of 300 shares — an estimated $17K sold.

Hartford Financial Management first reported a position in XEL in Q2 2015 and held it in 16 quarters. The position peaked at $17K in Q1 2019. 792 funds tracked by Wall St. Rank hold XEL as of Q2 2019.

Hartford Financial Management reported no remaining Xcel Energy position as of Q2 2019 after selling out during the quarter.
Hartford Financial Management sold 300 Xcel Energy shares in Q2 2019, an estimated $17K.
Hartford Financial Management first reported a position in Xcel Energy in Q2 2015 and held it in 16 quarters.
Hartford Financial Management's Xcel Energy position peaked at $17K in Q1 2019.
792 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2019.

Based on Hartford Financial Management's 13F filing for Q2 2019, filed 1 Aug 2019.