Nikko Asset Management Americas’s Xcel Energy XEL Stock Holding History

Nikko Asset Management Americas’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
2018 Q3	–	Sell	-44,942	Closed	-$2.05M	–	182
2018 Q2	$2.05M	Sell	44,942 -29,272	-39%	-$1.31M	0.06%	145
2018 Q1	$3.38M	Sell	74,214 -22,686	-23%	-$1.01M	0.12%	119
2017 Q4	$4.66M	Buy	+96,900	New	+$4.81M	0.12%	123
2016 Q3	–	Sell	-7,900	Closed	-$346K	–	275
2016 Q2	$346K	Buy	7,900 +2,400	+44%	+$99.3K	0.03%	183
2016 Q1	$229K	Buy	+5,500	New	+$214K	0.03%	214
2015 Q2	–	Sell	-3,700	Closed	-$129K	–	208
2015 Q1	$129K	Sell	3,700 -900	-20%	-$32.2K	0.01%	198
2014 Q4	$167K	Buy	+4,600	New	+$154K	0.01%	196

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Nikko Asset Management Americas's XEL Position: Q3 2018 in Review

Nikko Asset Management Americas sold out of Xcel Energy (XEL) in Q3 2018, closing a stake of 44,942 shares — an estimated $2.05M sold.

Nikko Asset Management Americas first reported a position in XEL in Q4 2014 and held it in 7 quarters. The position peaked at $4.66M in Q4 2017. 697 funds tracked by Wall St. Rank hold XEL as of Q3 2018.

Nikko Asset Management Americas reported no remaining Xcel Energy position as of Q3 2018 after selling out during the quarter.
Nikko Asset Management Americas sold 44,942 Xcel Energy shares in Q3 2018, an estimated $2.05M.
Nikko Asset Management Americas first reported a position in Xcel Energy in Q4 2014 and held it in 7 quarters.
Nikko Asset Management Americas's Xcel Energy position peaked at $4.66M in Q4 2017.
697 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2018.

Based on Nikko Asset Management Americas's 13F filing for Q3 2018, filed 15 Oct 2018.