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Ostrum Asset Management US’s Xcel Energy XEL Stock Holding History

Ostrum Asset Management US’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 		– Sell
-7,359
Closed -$363K – 228
2018
Q4 		$363K Buy
+7,359
New +$369K 0.05% 213

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ostrum Asset Management US's XEL Position: Q1 2019 in Review

Ostrum Asset Management US sold out of Xcel Energy (XEL) in Q1 2019, closing a stake of 7,359 shares — an estimated $363K sold.

Ostrum Asset Management US first reported a position in XEL in Q4 2018 and held it in 1 quarter. The position peaked at $363K in Q4 2018. 786 funds tracked by Wall St. Rank hold XEL as of Q1 2019.

  • Ostrum Asset Management US reported no remaining Xcel Energy position as of Q1 2019 after selling out during the quarter.
  • Ostrum Asset Management US sold 7,359 Xcel Energy shares in Q1 2019, an estimated $363K.
  • Ostrum Asset Management US first reported a position in Xcel Energy in Q4 2018 and held it in 1 quarter.
  • Ostrum Asset Management US's Xcel Energy position peaked at $363K in Q4 2018.
  • 786 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2019.

Based on Ostrum Asset Management US's 13F filing for Q1 2019, filed 15 May 2019.