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Independent Portfolio Consultants’s Xcel Energy XEL Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$144K Buy
3,134
+1,484
+90% +$68.3K 0.06% 349
2017
Q1 		$73K Buy
+1,650
New +$69.9K 0.03% 508
2015
Q2 		– Sell
-3
Closed – – 1044
2015
Q1 		$0 Buy
+3
New +$107 ﹤0.01% 1047

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Independent Portfolio Consultants's XEL Position: Q2 2017 in Review

Independent Portfolio Consultants increased its Xcel Energy (XEL) stake by 90% in Q2 2017, buying an estimated $68.3K and bringing the position to 3,134 shares worth $144K. The position accounts for 0.06% of the portfolio, ranked #349.

Independent Portfolio Consultants first reported a position in XEL in Q1 2015 and has held it in 3 quarters since. 634 funds tracked by Wall St. Rank hold XEL as of Q2 2017.

  • Independent Portfolio Consultants held 3,134 shares of Xcel Energy worth $144K as of Q2 2017.
  • Independent Portfolio Consultants bought 1,484 Xcel Energy shares in Q2 2017, an estimated $68.3K.
  • Xcel Energy made up 0.06% of Independent Portfolio Consultants's portfolio in Q2 2017, its #349 holding.
  • Independent Portfolio Consultants first reported a position in Xcel Energy in Q1 2015 and has held it in 3 quarters since.
  • 634 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.