NEXT Financial Holdings’s Xcel Energy XEL Stock Holding History

NEXT Financial Holdings’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 Q1	$96K	Buy	+1,705	New	+$90.7K	0.02%	545

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NEXT Financial Holdings's XEL Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Xcel Energy (XEL) in Q1 2019: 1,705 shares worth $96K. The stake represents 0.02% of the portfolio and ranks #545 among its holdings.

785 funds tracked by Wall St. Rank hold XEL as of Q1 2019.

NEXT Financial Holdings held 1,705 shares of Xcel Energy worth $96K as of Q1 2019.
Xcel Energy was a new NEXT Financial Holdings position in Q1 2019.
Xcel Energy made up 0.02% of NEXT Financial Holdings's portfolio in Q1 2019, its #545 holding.
785 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.