IRON Financial’s Xcel Energy XEL Stock Holding History

IRON Financial’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
2019 Q2	–	Sell	-3,864	Closed	-$217K	–	97
2019 Q1	$217K	Buy	+3,864	New	+$206K	0.14%	90

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

IRON Financial's XEL Position: Q2 2019 in Review

IRON Financial sold out of Xcel Energy (XEL) in Q2 2019, closing a stake of 3,864 shares — an estimated $217K sold.

IRON Financial first reported a position in XEL in Q1 2019 and held it in 1 quarter. The position peaked at $217K in Q1 2019. 792 funds tracked by Wall St. Rank hold XEL as of Q2 2019.

IRON Financial reported no remaining Xcel Energy position as of Q2 2019 after selling out during the quarter.
IRON Financial sold 3,864 Xcel Energy shares in Q2 2019, an estimated $217K.
IRON Financial first reported a position in Xcel Energy in Q1 2019 and held it in 1 quarter.
IRON Financial's Xcel Energy position peaked at $217K in Q1 2019.
792 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2019.

Based on IRON Financial's 13F filing for Q2 2019, filed 2 Aug 2019.