Hefty Wealth Partners’s Xcel Energy XEL Stock Holding History

Hefty Wealth 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 Q1	$12K	Hold	253	–	–	0.01%	181
2017 Q4	$12K	Hold	253	–	–	0.01%	183
2017 Q3	$12K	Hold	253	–	–	0.01%	178
2017 Q2	$11K	Hold	253	–	–	0.01%	169
2017 Q1	$11K	Hold	253	–	–	0.01%	171
2016 Q4	$10K	Hold	253	–	–	0.01%	166
2016 Q3	$10K	Hold	253	–	–	0.01%	174
2016 Q2	$11K	Buy	+253	New	+$10.5K	0.01%	142

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hefty Wealth Partners's XEL Position: Q1 2018 in Review

Hefty Wealth Partners held its Xcel Energy (XEL) position steady in Q1 2018 at 253 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #181.

Hefty Wealth Partners first reported a position in XEL in Q2 2016 and has held it in 8 quarters since. 710 funds tracked by Wall St. Rank hold XEL as of Q1 2018.

Hefty Wealth Partners held 253 shares of Xcel Energy worth $12K as of Q1 2018.
Hefty Wealth Partners left its Xcel Energy share count unchanged in Q1 2018.
Xcel Energy made up 0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #181 holding.
Hefty Wealth Partners first reported a position in Xcel Energy in Q2 2016 and has held it in 8 quarters since.
710 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.