Noven Financial Group’s Xcel Energy XEL Stock Holding History

Noven Financial Group’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 Q3	–	Sell	-3,460	Closed	-$206K	–	36
2019 Q2	$206K	Buy	+3,460	New	+$199K	0.1%	32

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Noven Financial Group's XEL Position: Q3 2019 in Review

Noven Financial Group sold out of Xcel Energy (XEL) in Q3 2019, closing a stake of 3,460 shares — an estimated $206K sold.

Noven Financial Group first reported a position in XEL in Q2 2019 and held it in 1 quarter. The position peaked at $206K in Q2 2019. 805 funds tracked by Wall St. Rank hold XEL as of Q3 2019.

Noven Financial Group reported no remaining Xcel Energy position as of Q3 2019 after selling out during the quarter.
Noven Financial Group sold 3,460 Xcel Energy shares in Q3 2019, an estimated $206K.
Noven Financial Group first reported a position in Xcel Energy in Q2 2019 and held it in 1 quarter.
Noven Financial Group's Xcel Energy position peaked at $206K in Q2 2019.
805 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2019.

Based on Noven Financial Group's 13F filing for Q3 2019, filed 13 Nov 2019.