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HL Financial Services’s Xcel Energy XEL Stock Holding History

HL Financial Services’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
-11,059
Closed -$522K – 784
2018
Q3 		$522K Buy
11,059
+6,311
+133% +$298K 0.01% 514
2018
Q2 		$217K Buy
+4,748
New +$213K ﹤0.01% 650

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

HL Financial Services's XEL Position: Q4 2018 in Review

HL Financial Services sold out of Xcel Energy (XEL) in Q4 2018, closing a stake of 11,059 shares — an estimated $522K sold.

HL Financial Services first reported a position in XEL in Q2 2018 and held it in 2 quarters. The position peaked at $522K in Q3 2018. 758 funds tracked by Wall St. Rank hold XEL as of Q4 2018.

  • HL Financial Services reported no remaining Xcel Energy position as of Q4 2018 after selling out during the quarter.
  • HL Financial Services sold 11,059 Xcel Energy shares in Q4 2018, an estimated $522K.
  • HL Financial Services first reported a position in Xcel Energy in Q2 2018 and held it in 2 quarters.
  • HL Financial Services's Xcel Energy position peaked at $522K in Q3 2018.
  • 758 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2018.

Based on HL Financial Services's 13F filing for Q4 2018, filed 7 Feb 2019.