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Neuberger Berman Canada’s Xcel Energy XEL Stock Holding History

Neuberger Berman Canada’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
Q2 		– Sell
-6,070
Closed -$270K – 356
2017
Q1 		$270K Buy
+6,070
New +$257K 0.05% 278
2014
Q2 		– Sell
-29,800
Closed -$905K – 296
2014
Q1 		$905K Buy
29,800
+21,200
+247% +$618K 0.21% 135
2013
Q4 		$240K Buy
+8,600
New +$243K 0.06% 216

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Neuberger Berman Canada's XEL Position: Q2 2017 in Review

Neuberger Berman Canada sold out of Xcel Energy (XEL) in Q2 2017, closing a stake of 6,070 shares — an estimated $270K sold.

Neuberger Berman Canada first reported a position in XEL in Q4 2013 and held it in 3 quarters. The position peaked at $905K in Q1 2014. 634 funds tracked by Wall St. Rank hold XEL as of Q2 2017.

  • Neuberger Berman Canada reported no remaining Xcel Energy position as of Q2 2017 after selling out during the quarter.
  • Neuberger Berman Canada sold 6,070 Xcel Energy shares in Q2 2017, an estimated $270K.
  • Neuberger Berman Canada first reported a position in Xcel Energy in Q4 2013 and held it in 3 quarters.
  • Neuberger Berman Canada's Xcel Energy position peaked at $905K in Q1 2014.
  • 634 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2017.

Based on Neuberger Berman Canada's 13F filing for Q2 2017, filed 24 Jul 2017.