JHIU
XEL icon

Janus Henderson Investors US’s Xcel Energy XEL Stock Holding History

Janus Henderson Investors US’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
Q1 		$84.2M Sell
1,894,867
-1,156,514
-38% -$49M 0.07% 323
2016
Q4 		$124M Sell
3,051,381
-419,140
-12% -$16.8M 0.1% 246
2016
Q3 		$143M Buy
3,470,521
+784,945
+29% +$33.6M 0.12% 228
2016
Q2 		$120M Buy
2,685,576
+1,220,562
+83% +$50.5M 0.1% 261
2016
Q1 		$61.3M Buy
1,465,014
+605,863
+71% +$23.6M 0.05% 384
2015
Q4 		$30.9M Sell
859,151
-226,000
-21% -$8.07M 0.03% 529
2015
Q3 		$38.4M Sell
1,085,151
-243,183
-18% -$8.27M 0.03% 473
2015
Q2 		$42.7M Buy
1,328,334
+111,347
+9% +$3.75M 0.04% 468
2015
Q1 		$42.4M Sell
1,216,987
-16,713
-1% -$598K 0.03% 487
2014
Q4 		$44.3M Buy
1,233,700
+511,300
+71% +$17.2M 0.04% 473
2014
Q3 		$22M Buy
722,400
+267,900
+59% +$8.38M 0.02% 563
2014
Q2 		$14.6M Buy
454,500
+271,700
+149% +$8.42M 0.01% 605
2014
Q1 		$5.55M Sell
182,800
-188,800
-51% -$5.5M 0.01% 761
2013
Q4 		$10.4M Sell
371,600
-63,600
-15% -$1.8M 0.01% 662
2013
Q3 		$12M Buy
435,200
+329,700
+313% +$9.43M 0.01% 616
2013
Q2 		$2.99M Buy
+105,500
New +$3.15M ﹤0.01% 777

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Janus Henderson Investors US's XEL Position: Q1 2017 in Review

Janus Henderson Investors US reduced its Xcel Energy (XEL) stake by 38% in Q1 2017, selling an estimated $49M and leaving 1,894,867 shares worth $84.2M. The position accounts for 0.07% of the portfolio, ranked #323.

Janus Henderson Investors US first reported a position in XEL in Q2 2013 and has held it in 16 quarters since. The position peaked at $143M in Q3 2016. 625 funds tracked by Wall St. Rank hold XEL as of Q1 2017.

  • Janus Henderson Investors US held 1,894,867 shares of Xcel Energy worth $84.2M as of Q1 2017.
  • Janus Henderson Investors US sold 1,156,514 Xcel Energy shares in Q1 2017, an estimated $49M.
  • Xcel Energy made up 0.07% of Janus Henderson Investors US's portfolio in Q1 2017, its #323 holding.
  • Janus Henderson Investors US first reported a position in Xcel Energy in Q2 2013 and has held it in 16 quarters since.
  • Janus Henderson Investors US's Xcel Energy position peaked at $143M in Q3 2016.
  • 625 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2017.

Based on Janus Henderson Investors US's 13F filing for Q1 2017, filed 16 May 2017.