Nuveen Fund Advisors’s Xcel Energy XEL Stock Holding History

Nuveen 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
2018 Q3	–	Sell	-7,084	Closed	-$324K	–	164
2018 Q2	$324K	Sell	7,084 -3,335	-32%	-$149K	0.4%	100
2018 Q1	$474K	Sell	10,419 -1,310	-11%	-$58.4K	0.22%	143
2017 Q4	$564K	Sell	11,729 -2,666	-19%	-$132K	0.16%	160
2017 Q3	$681K	Sell	14,395 -1,666	-10%	-$79.9K	0.14%	186
2017 Q2	$737K	Buy	16,061 +570	+4%	+$26.2K	0.12%	211
2017 Q1	$689K	Buy	15,491 +2	+0%	+$85	0.09%	248
2016 Q4	$630K	Buy	15,489 +2,241	+17%	+$89.6K	0.09%	253
2016 Q3	$545K	Buy	13,248 +4,021	+44%	+$172K	0.08%	280
2016 Q2	$413K	Buy	+9,227	New	+$382K	0.06%	298

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

Nuveen Fund Advisors's XEL Position: Q3 2018 in Review

Nuveen Fund Advisors sold out of Xcel Energy (XEL) in Q3 2018, closing a stake of 7,084 shares — an estimated $324K sold.

Nuveen Fund Advisors first reported a position in XEL in Q2 2016 and held it in 9 quarters. The position peaked at $737K in Q2 2017. 697 funds tracked by Wall St. Rank hold XEL as of Q3 2018.

Nuveen Fund Advisors reported no remaining Xcel Energy position as of Q3 2018 after selling out during the quarter.
Nuveen Fund Advisors sold 7,084 Xcel Energy shares in Q3 2018, an estimated $324K.
Nuveen Fund Advisors first reported a position in Xcel Energy in Q2 2016 and held it in 9 quarters.
Nuveen Fund Advisors's Xcel Energy position peaked at $737K in Q2 2017.
697 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2018.

Based on Nuveen Fund Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.