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Nationwide Fund Advisors’s Xcel Energy XEL Stock Holding History

Nationwide Fund Advisors’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
-301,224
Closed -$14.3M – 2149
2017
Q3 		$14.3M Sell
301,224
-13,492
-4% -$647K 0.06% 458
2017
Q2 		$14.4M Sell
314,716
-46,919
-13% -$2.16M 0.06% 468
2017
Q1 		$16.1M Sell
361,635
-25,854
-7% -$1.1M 0.06% 421
2016
Q4 		$15.8M Buy
387,489
+6,264
+2% +$250K 0.07% 406
2016
Q3 		$15.7M Sell
381,225
-958
-0.3% -$41K 0.07% 400
2016
Q2 		$17.1M Buy
382,183
+45,968
+14% +$1.9M 0.07% 332
2016
Q1 		$14.1M Sell
336,215
-72,286
-18% -$2.82M 0.06% 420
2015
Q4 		$14.7M Sell
408,501
-146,650
-26% -$5.24M 0.06% 405
2015
Q3 		$19.7M Sell
555,151
-170,873
-24% -$5.81M 0.09% 267
2015
Q2 		$23.4M Buy
726,024
+52,765
+8% +$1.77M 0.1% 248
2015
Q1 		$23.4M Sell
673,259
-175,062
-21% -$6.26M 0.09% 256
2014
Q4 		$30.5M Sell
848,321
-33,835
-4% -$1.14M 0.13% 177
2014
Q3 		$26.8M Sell
882,156
-42,197
-5% -$1.32M 0.11% 206
2014
Q2 		$29.8M Sell
924,353
-63,191
-6% -$1.96M 0.12% 196
2014
Q1 		$30M Sell
987,544
-28,667
-3% -$836K 0.14% 163
2013
Q4 		$28.4M Sell
1,016,211
-26,458
-3% -$747K 0.12% 184
2013
Q3 		$28.8M Buy
1,042,669
+66,803
+7% +$1.91M 0.13% 177
2013
Q2 		$27.7M Buy
+975,866
New +$29.2M 0.15% 136

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

Nationwide Fund Advisors's XEL Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Xcel Energy (XEL) in Q4 2017, closing a stake of 301,224 shares — an estimated $14.3M sold.

Nationwide Fund Advisors first reported a position in XEL in Q2 2013 and held it in 18 quarters. The position peaked at $30.5M in Q4 2014. 706 funds tracked by Wall St. Rank hold XEL as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Xcel Energy position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 301,224 Xcel Energy shares in Q4 2017, an estimated $14.3M.
  • Nationwide Fund Advisors first reported a position in Xcel Energy in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's Xcel Energy position peaked at $30.5M in Q4 2014.
  • 706 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.