Integrated Investment Consultants’s Xcel Energy XEL Stock Holding History

Integrated Investment 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
2018 Q2	–	Sell	-1,000	Closed	-$45K	–	714
2018 Q1	$45K	Buy	+1,000	New	+$44.6K	0.02%	449
2017 Q3	$47K	Hold	1,000	–	–	0.02%	402
2017 Q2	$46K	Hold	1,000	–	–	0.02%	400
2017 Q1	$44K	Hold	1,000	–	–	0.02%	402
2016 Q4	$41K	Hold	1,000	–	–	0.02%	398
2016 Q3	$40K	Sell	1,000 -155	-13%	-$6.63K	0.02%	408
2016 Q2	$52K	Hold	1,155	–	–	0.03%	389
2016 Q1	$47K	Buy	+1,155	New	+$45K	0.03%	356

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Integrated Investment Consultants's XEL Position: Q2 2018 in Review

Integrated Investment Consultants sold out of Xcel Energy (XEL) in Q2 2018, closing a stake of 1,000 shares — an estimated $45K sold.

Integrated Investment Consultants first reported a position in XEL in Q1 2016 and held it in 8 quarters. The position peaked at $52K in Q2 2016. 709 funds tracked by Wall St. Rank hold XEL as of Q2 2018.

Integrated Investment Consultants reported no remaining Xcel Energy position as of Q2 2018 after selling out during the quarter.
Integrated Investment Consultants sold 1,000 Xcel Energy shares in Q2 2018, an estimated $45K.
Integrated Investment Consultants first reported a position in Xcel Energy in Q1 2016 and held it in 8 quarters.
Integrated Investment Consultants's Xcel Energy position peaked at $52K in Q2 2016.
709 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.