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Old Mutual Customised Solutions’s Xcel Energy XEL Stock Holding History

Old Mutual Customised Solutions’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
Q2 		$1.51M Hold
33,130
– – 0.15% 166
2018
Q1 		$1.51M Hold
33,130
– – 0.15% 168
2017
Q4 		$1.59M Buy
33,130
+9,400
+40% +$466K 0.16% 155
2017
Q3 		$1.12M Buy
23,730
+2,300
+11% +$110K 0.15% 157
2017
Q2 		$983K Sell
21,430
-2,400
-10% -$110K 0.15% 170
2017
Q1 		$1.06M Buy
23,830
+5,830
+32% +$247K 0.16% 154
2016
Q4 		$733K Buy
18,000
+5,400
+43% +$216K 0.13% 193
2016
Q3 		$518K Sell
12,600
-3,900
-24% -$167K 0.15% 159
2016
Q2 		$739K Buy
16,500
+1,100
+7% +$45.5K 0.19% 128
2016
Q1 		$644K Hold
15,400
– – 0.17% 149
2015
Q4 		$553K Hold
15,400
– – 0.14% 176
2015
Q3 		$545K Hold
15,400
– – 0.15% 177
2015
Q2 		$496K Buy
15,400
+2,600
+20% +$87.5K 0.12% 206
2015
Q1 		$446K Buy
12,800
+3,600
+39% +$129K 0.11% 230
2014
Q4 		$330K Buy
9,200
+800
+10% +$26.9K 0.09% 274
2014
Q3 		$255K Sell
8,400
-2,800
-25% -$87.6K 0.07% 329
2014
Q2 		$361K Buy
11,200
+1,500
+15% +$46.5K 0.09% 269
2014
Q1 		$294K Hold
9,700
– – 0.07% 294
2013
Q4 		$271K Sell
9,700
-1,300
-12% -$36.7K 0.07% 314
2013
Q3 		$304K Buy
11,000
+1,600
+17% +$45.7K 0.09% 272
2013
Q2 		$266K Buy
+9,400
New +$281K 0.08% 273

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Old Mutual Customised Solutions's XEL Position: Q2 2018 in Review

Old Mutual Customised Solutions held its Xcel Energy (XEL) position steady in Q2 2018 at 33,130 shares worth $1.51M. The position accounts for 0.15% of the portfolio, ranked #166.

Old Mutual Customised Solutions first reported a position in XEL in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.59M in Q4 2017. 709 funds tracked by Wall St. Rank hold XEL as of Q2 2018.

  • Old Mutual Customised Solutions held 33,130 shares of Xcel Energy worth $1.51M as of Q2 2018.
  • Old Mutual Customised Solutions left its Xcel Energy share count unchanged in Q2 2018.
  • Xcel Energy made up 0.15% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #166 holding.
  • Old Mutual Customised Solutions first reported a position in Xcel Energy in Q2 2013 and has held it in 21 quarters since.
  • Old Mutual Customised Solutions's Xcel Energy position peaked at $1.59M in Q4 2017.
  • 709 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.