Ledyard National Bank’s Xcel Energy XEL Stock Holding History

Ledyard National Bank’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 Q1	–	Sell	-120	Closed	-$6K	–	643
2018 Q4	$6K	Hold	120	–	–	﹤0.01%	659
2018 Q3	$6K	Hold	120	–	–	﹤0.01%	648
2018 Q2	$5K	Hold	120	–	–	﹤0.01%	665
2018 Q1	$5K	Hold	120	–	–	﹤0.01%	704
2017 Q4	$6K	Hold	120	–	–	﹤0.01%	719
2017 Q3	$6K	Hold	120	–	–	﹤0.01%	711
2017 Q2	$6K	Hold	120	–	–	﹤0.01%	666
2017 Q1	$5K	Hold	120	–	–	﹤0.01%	701
2016 Q4	$5K	Hold	120	–	–	﹤0.01%	563
2016 Q3	$5K	Hold	120	–	–	﹤0.01%	563
2016 Q2	$5K	Hold	120	–	–	﹤0.01%	539
2016 Q1	$5K	Hold	120	–	–	﹤0.01%	611
2015 Q4	$4K	Hold	120	–	–	﹤0.01%	627
2015 Q3	$4K	Hold	120	–	–	﹤0.01%	610
2015 Q2	$4K	Sell	120 -255	-68%	-$8.58K	﹤0.01%	633
2015 Q1	$13K	Buy	375 +120	+47%	+$4.29K	﹤0.01%	468
2014 Q4	$9K	Hold	255	–	–	﹤0.01%	533
2014 Q3	$8K	Sell	255 -140	-35%	-$4.38K	﹤0.01%	498
2014 Q2	$13K	Hold	395	–	–	﹤0.01%	449
2014 Q1	$12K	Sell	395 -580	-59%	-$16.9K	﹤0.01%	443
2013 Q4	$27K	Buy	975 +775	+388%	+$21.9K	﹤0.01%	332
2013 Q3	$6K	Hold	200	–	–	﹤0.01%	381
2013 Q2	$6K	Buy	+200	New	+$5.98K	﹤0.01%	375

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Ledyard National Bank's XEL Position: Q1 2019 in Review

Ledyard National Bank sold out of Xcel Energy (XEL) in Q1 2019, closing a stake of 120 shares — an estimated $6K sold.

Ledyard National Bank first reported a position in XEL in Q2 2013 and held it in 23 quarters. The position peaked at $27K in Q4 2013. 785 funds tracked by Wall St. Rank hold XEL as of Q1 2019.

Ledyard National Bank reported no remaining Xcel Energy position as of Q1 2019 after selling out during the quarter.
Ledyard National Bank sold 120 Xcel Energy shares in Q1 2019, an estimated $6K.
Ledyard National Bank first reported a position in Xcel Energy in Q2 2013 and held it in 23 quarters.
Ledyard National Bank's Xcel Energy position peaked at $27K in Q4 2013.
785 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2019.

Based on Ledyard National Bank's 13F filing for Q1 2019, filed 12 Apr 2019.