Jupiter Investment Management’s Xcel Energy XEL Stock Holding History

Jupiter Investment Management’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	-85,620	Closed	-$3.89M	–	457
2018 Q1	$3.89M	Sell	85,620 -847,695	-91%	-$37.8M	0.03%	206
2017 Q4	$44.9M	Buy	+933,315	New	+$46.3M	0.41%	74
2014 Q2	–	Sell	-23,966	Closed	-$727K	–	420
2014 Q1	$727K	Buy	+23,966	New	+$699K	0.05%	254
2013 Q4	–	Sell	-52,312	Closed	-$1.44M	–	423
2013 Q3	$1.44M	Buy	+52,312	New	+$1.5M	0.14%	190

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

Jupiter Investment Management's XEL Position: Q2 2018 in Review

Jupiter Investment Management sold out of Xcel Energy (XEL) in Q2 2018, closing a stake of 85,620 shares — an estimated $3.89M sold.

Jupiter Investment Management first reported a position in XEL in Q3 2013 and held it in 4 quarters. The position peaked at $44.9M in Q4 2017. 710 funds tracked by Wall St. Rank hold XEL as of Q2 2018.

Jupiter Investment Management reported no remaining Xcel Energy position as of Q2 2018 after selling out during the quarter.
Jupiter Investment Management sold 85,620 Xcel Energy shares in Q2 2018, an estimated $3.89M.
Jupiter Investment Management first reported a position in Xcel Energy in Q3 2013 and held it in 4 quarters.
Jupiter Investment Management's Xcel Energy position peaked at $44.9M in Q4 2017.
710 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2018.

Based on Jupiter Investment Management's 13F filing for Q2 2018, filed 13 Aug 2018.