Mizuho Asset Management’s Xcel Energy XEL Stock Holding History

Mizuho 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
2016 Q3	$184K	Sell	4,481 -2,124	-32%	-$90.8K	0.04%	310
2016 Q2	$296K	Buy	6,605 +3,285	+99%	+$136K	0.05%	275
2016 Q1	$116K	Sell	3,320 -2,536	-43%	-$98.9K	0.03%	320
2015 Q4	$210K	Buy	5,856 +585	+11%	+$20.9K	0.04%	307
2015 Q3	$187K	Buy	5,271 +1,075	+26%	+$36.6K	0.04%	285
2015 Q2	$135K	Buy	4,196 +876	+26%	+$29.5K	0.03%	342
2015 Q1	$116K	Buy	3,320 +882	+36%	+$31.5K	0.03%	320
2014 Q4	$88K	Buy	2,438 +704	+41%	+$23.6K	0.03%	310
2014 Q3	$53K	Buy	1,734 +690	+66%	+$21.6K	0.01%	353
2014 Q2	$34K	Hold	1,044	–	–	0.01%	391
2014 Q1	$32K	Buy	1,044 +532	+104%	+$15.5K	0.01%	377
2013 Q4	$14K	Sell	512 -942	-65%	-$26.6K	﹤0.01%	556
2013 Q3	$40K	Hold	1,454	–	–	0.01%	311
2013 Q2	$41K	Buy	+1,454	New	+$43.4K	0.01%	297

Other funds holding XEL

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Mizuho Asset Management's XEL Position: Q3 2016 in Review

Mizuho Asset Management reduced its Xcel Energy (XEL) stake by 32% in Q3 2016, selling an estimated $90.8K and leaving 4,481 shares worth $184K. The position accounts for 0.04% of the portfolio, ranked #310.

Mizuho Asset Management first reported a position in XEL in Q2 2013 and has held it in 14 quarters since. The position peaked at $296K in Q2 2016. 585 funds tracked by Wall St. Rank hold XEL as of Q3 2016.

Mizuho Asset Management held 4,481 shares of Xcel Energy worth $184K as of Q3 2016.
Mizuho Asset Management sold 2,124 Xcel Energy shares in Q3 2016, an estimated $90.8K.
Xcel Energy made up 0.04% of Mizuho Asset Management's portfolio in Q3 2016, its #310 holding.
Mizuho Asset Management first reported a position in Xcel Energy in Q2 2013 and has held it in 14 quarters since.
Mizuho Asset Management's Xcel Energy position peaked at $296K in Q2 2016.
585 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2016.

Based on Mizuho Asset Management's 13F filing for Q3 2016, filed 14 Nov 2016.