Moisand Fitzgerald Tamayo’s Xcel Energy XEL Stock Holding History

Moisand Fitzgerald Tamayo’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	-300	Closed	-$14K	–	326
2018 Q1	$14K	Buy	+300	New	+$13.4K	0.01%	195
2017 Q4	–	Sell	-33	Closed	-$2K	–	317
2017 Q3	$2K	Buy	+33	New	+$1.58K	﹤0.01%	290

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

Moisand Fitzgerald Tamayo's XEL Position: Q2 2018 in Review

Moisand Fitzgerald Tamayo sold out of Xcel Energy (XEL) in Q2 2018, closing a stake of 300 shares — an estimated $14K sold.

Moisand Fitzgerald Tamayo first reported a position in XEL in Q3 2017 and held it in 2 quarters. The position peaked at $14K in Q1 2018. 709 funds tracked by Wall St. Rank hold XEL as of Q2 2018.

Moisand Fitzgerald Tamayo reported no remaining Xcel Energy position as of Q2 2018 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 300 Xcel Energy shares in Q2 2018, an estimated $14K.
Moisand Fitzgerald Tamayo first reported a position in Xcel Energy in Q3 2017 and held it in 2 quarters.
Moisand Fitzgerald Tamayo's Xcel Energy position peaked at $14K in Q1 2018.
709 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2018.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2018, filed 8 Aug 2018.