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Highbridge Capital Management’s Xcel Energy XEL Stock Holding History

Highbridge Capital 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
2018
Q4 		– Sell
-39,100
Closed -$1.85M – 530
2018
Q3 		$1.85M Buy
+39,100
New +$1.85M 0.04% 340
2013
Q4 		– Sell
-138,381
Closed -$3.82M – 1363
2013
Q3 		$3.82M Sell
138,381
-712,624
-84% -$20.4M 0.04% 383
2013
Q2 		$24.1M Buy
+851,005
New +$25.4M 0.24% 105

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Highbridge Capital Management's XEL Position: Q4 2018 in Review

Highbridge Capital Management sold out of Xcel Energy (XEL) in Q4 2018, closing a stake of 39,100 shares — an estimated $1.85M sold.

Highbridge Capital Management first reported a position in XEL in Q2 2013 and held it in 3 quarters. The position peaked at $24.1M in Q2 2013. 758 funds tracked by Wall St. Rank hold XEL as of Q4 2018.

  • Highbridge Capital Management reported no remaining Xcel Energy position as of Q4 2018 after selling out during the quarter.
  • Highbridge Capital Management sold 39,100 Xcel Energy shares in Q4 2018, an estimated $1.85M.
  • Highbridge Capital Management first reported a position in Xcel Energy in Q2 2013 and held it in 3 quarters.
  • Highbridge Capital Management's Xcel Energy position peaked at $24.1M in Q2 2013.
  • 758 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2018.

Based on Highbridge Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.