Koch Industries’s Xcel Energy XEL Stock Holding History

Koch Industries’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	-20,503	Closed	-$932K	–	669
2018 Q1	$932K	Buy	20,503 +11,415	+126%	+$509K	0.1%	152
2017 Q4	$437K	Buy	+9,088	New	+$451K	0.06%	299

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

Koch Industries's XEL Position: Q2 2018 in Review

Koch Industries sold out of Xcel Energy (XEL) in Q2 2018, closing a stake of 20,503 shares — an estimated $932K sold.

Koch Industries first reported a position in XEL in Q4 2017 and held it in 2 quarters. The position peaked at $932K in Q1 2018. 709 funds tracked by Wall St. Rank hold XEL as of Q2 2018.

Koch Industries reported no remaining Xcel Energy position as of Q2 2018 after selling out during the quarter.
Koch Industries sold 20,503 Xcel Energy shares in Q2 2018, an estimated $932K.
Koch Industries first reported a position in Xcel Energy in Q4 2017 and held it in 2 quarters.
Koch Industries's Xcel Energy position peaked at $932K in Q1 2018.
709 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.