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National Planning Corporation’s Xcel Energy XEL Stock Holding History

National Planning Corporation’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
2017
Q4 		– Sell
-16,303
Closed -$771K – 629
2017
Q3 		$771K Sell
16,303
-3,311
-17% -$159K 0.06% 273
2017
Q2 		$894K Buy
19,614
+5,078
+35% +$234K 0.07% 272
2017
Q1 		$647K Buy
14,536
+496
+4% +$21K 0.05% 321
2016
Q4 		$581K Sell
14,040
-1,377
-9% -$55.1K 0.05% 339
2016
Q3 		$634K Buy
15,417
+49
+0.3% +$2.1K 0.05% 311
2016
Q2 		$672K Sell
15,368
-84
-0.5% -$3.48K 0.05% 319
2016
Q1 		$625K Sell
15,452
-1,883
-11% -$73.4K 0.05% 315
2015
Q4 		$685K Buy
17,335
+1,775
+11% +$63.4K 0.06% 326
2015
Q3 		$561K Sell
15,560
-156
-1% -$5.3K 0.05% 321
2015
Q2 		$556K Buy
15,716
+19
+0.1% +$639 0.05% 329
2015
Q1 		$528K Sell
15,697
-3,379
-18% -$121K 0.05% 340
2014
Q4 		$691K Buy
19,076
+19
+0.1% +$638 0.05% 322
2014
Q3 		$583K Sell
19,057
-661
-3% -$20.7K 0.04% 363
2014
Q2 		$636K Sell
19,718
-1,304
-6% -$40.4K 0.05% 339
2014
Q1 		$635K Buy
21,022
+24
+0.1% +$700 0.05% 319
2013
Q4 		$589K Sell
20,998
-1,272
-6% -$35.9K 0.05% 333
2013
Q3 		$624K Buy
22,270
+9,984
+81% +$285K 0.06% 302
2013
Q2 		$352K Buy
+12,286
New +$367K 0.04% 350

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

National Planning Corporation's XEL Position: Q4 2017 in Review

National Planning Corporation sold out of Xcel Energy (XEL) in Q4 2017, closing a stake of 16,303 shares — an estimated $771K sold.

National Planning Corporation first reported a position in XEL in Q2 2013 and held it in 18 quarters. The position peaked at $894K in Q2 2017. 706 funds tracked by Wall St. Rank hold XEL as of Q4 2017.

  • National Planning Corporation reported no remaining Xcel Energy position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 16,303 Xcel Energy shares in Q4 2017, an estimated $771K.
  • National Planning Corporation first reported a position in Xcel Energy in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's Xcel Energy position peaked at $894K in Q2 2017.
  • 706 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.