National Investment Services’s Xcel Energy XEL Stock Holding History

National Investment Services’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 Q4	–	Sell	-38,327	Closed	-$2.49M	–	67
2019 Q3	$2.49M	Sell	38,327 -2,248	-6%	-$140K	2.89%	6
2019 Q2	$2.41M	Sell	40,575 -2,303	-5%	-$132K	2.78%	9
2019 Q1	$2.41M	Sell	42,878 -2,266	-5%	-$121K	2.64%	9
2018 Q4	$2.22M	Sell	45,144 -1,032	-2%	-$51.8K	2.58%	11
2018 Q3	$2.18M	Sell	46,176 -5,453	-11%	-$257K	2.14%	14
2018 Q2	$2.36M	Sell	51,629 -682	-1%	-$30.5K	2.2%	14
2018 Q1	$2.38M	Sell	52,311 -1,981	-4%	-$88.3K	2.22%	15
2017 Q4	$2.61M	Sell	54,292 -3,885	-7%	-$193K	2.51%	13
2017 Q3	$2.75M	Sell	58,177 -118	-0.2%	-$5.66K	2.83%	9
2017 Q2	$2.67M	Sell	58,295 -3,817	-6%	-$176K	2.81%	8
2017 Q1	$2.76M	Buy	62,112 +4,470	+8%	+$189K	2.76%	8
2016 Q4	$2.35M	Buy	+57,642	New	+$2.31M	2.59%	16
2013 Q3	–	Sell	-35,770	Closed	-$1.01M	–	68
2013 Q2	$1.01M	Buy	+35,770	New	+$1.07M	0.84%	54

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

National Investment Services's XEL Position: Q4 2019 in Review

National Investment Services sold out of Xcel Energy (XEL) in Q4 2019, closing a stake of 38,327 shares — an estimated $2.49M sold.

National Investment Services first reported a position in XEL in Q2 2013 and held it in 13 quarters. The position peaked at $2.76M in Q1 2017. 849 funds tracked by Wall St. Rank hold XEL as of Q4 2019.

National Investment Services reported no remaining Xcel Energy position as of Q4 2019 after selling out during the quarter.
National Investment Services sold 38,327 Xcel Energy shares in Q4 2019, an estimated $2.49M.
National Investment Services first reported a position in Xcel Energy in Q2 2013 and held it in 13 quarters.
National Investment Services's Xcel Energy position peaked at $2.76M in Q1 2017.
849 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2019.

Based on National Investment Services's 13F filing for Q4 2019.