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Landaas & Company’s Xcel Energy XEL Stock Holding History

Landaas & Company’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
Q3 		– Sell
-775
Closed -$35K – 317
2018
Q2 		$35K Buy
+775
New +$34.7K 0.03% 185
2018
Q1 		– Sell
-775
Closed -$38K – 313
2017
Q4 		$38K Buy
+775
New +$38.5K 0.03% 173

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Landaas & Company's XEL Position: Q3 2018 in Review

Landaas & Company sold out of Xcel Energy (XEL) in Q3 2018, closing a stake of 775 shares — an estimated $35K sold.

Landaas & Company first reported a position in XEL in Q4 2017 and held it in 2 quarters. The position peaked at $38K in Q4 2017. 697 funds tracked by Wall St. Rank hold XEL as of Q3 2018.

  • Landaas & Company reported no remaining Xcel Energy position as of Q3 2018 after selling out during the quarter.
  • Landaas & Company sold 775 Xcel Energy shares in Q3 2018, an estimated $35K.
  • Landaas & Company first reported a position in Xcel Energy in Q4 2017 and held it in 2 quarters.
  • Landaas & Company's Xcel Energy position peaked at $38K in Q4 2017.
  • 697 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2018.

Based on Landaas & Company's 13F filing for Q3 2018, filed 14 Nov 2018.