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LSV Asset Management’s
Xcel Energy
XEL
Stock Holding History
LSV Asset 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
-1,300
Closed
-$59K
–
985
2018
Q1
$59K
Sell
1,300
-102,500
-99%
-$4.57M
﹤0.01%
936
2017
Q4
$4.99M
Sell
103,800
-225,500
-68%
-$11.2M
0.01%
588
2017
Q3
$15.6M
Sell
329,300
-117,300
-26%
-$5.63M
0.03%
412
2017
Q2
$20.5M
Sell
446,600
-85,800
-16%
-$3.95M
0.04%
358
2017
Q1
$23.7M
Buy
532,400
+31,900
+6%
+$1.35M
0.04%
314
2016
Q4
$20.4M
Buy
500,500
+38,800
+8%
+$1.55M
0.04%
347
2016
Q3
$19M
Buy
461,700
+13,000
+3%
+$556K
0.04%
332
2016
Q2
$20.1M
Hold
448,700
–
–
0.04%
315
2016
Q1
$18.8M
Buy
448,700
+43,900
+11%
+$1.71M
0.04%
303
2015
Q4
$14.5M
Buy
404,800
+100
+0%
+$3.57K
0.03%
328
2015
Q3
$14.3M
Sell
404,700
-101,100
-20%
-$3.44M
0.03%
319
2015
Q2
$16.3M
Sell
505,800
-2,800
-0.6%
-$94.2K
0.03%
300
2015
Q1
$17.7M
Sell
508,600
-15,400
-3%
-$551K
0.04%
296
2014
Q4
$18.8M
Buy
524,000
+16,900
+3%
+$567K
0.04%
284
2014
Q3
$15.4M
Buy
507,100
+57,300
+13%
+$1.79M
0.03%
291
2014
Q2
$14.5M
Buy
449,800
+47,100
+12%
+$1.46M
0.03%
307
2014
Q1
$12.2M
Buy
402,700
+117,800
+41%
+$3.43M
0.03%
325
2013
Q4
$7.96M
Buy
284,900
+52,500
+23%
+$1.48M
0.02%
387
2013
Q3
$6.42M
Buy
232,400
+56,700
+32%
+$1.62M
0.02%
422
2013
Q2
$4.98M
Buy
+175,700
New
+$5.25M
0.01%
445
Other funds holding XEL
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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