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Park Avenue Institutional Advisers’s Xcel Energy XEL Stock Holding History

Park Avenue Institutional Advisers’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
2016
Q3 		– Sell
-3,197
Closed -$143K – 425
2016
Q2 		$143K Hold
3,197
– – 0.12% 203
2016
Q1 		$134K Sell
3,197
-90
-3% -$3.51K 0.12% 213
2015
Q4 		$118K Sell
3,287
-84
-2% -$3K 0.1% 235
2015
Q3 		$119K Sell
3,371
-41
-1% -$1.39K 0.11% 228
2015
Q2 		$110K Buy
+3,412
New +$115K 0.09% 266

Other funds holding XEL

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Park Avenue Institutional Advisers's XEL Position: Q3 2016 in Review

Park Avenue Institutional Advisers sold out of Xcel Energy (XEL) in Q3 2016, closing a stake of 3,197 shares — an estimated $143K sold.

Park Avenue Institutional Advisers first reported a position in XEL in Q2 2015 and held it in 5 quarters. The position peaked at $143K in Q2 2016. 585 funds tracked by Wall St. Rank hold XEL as of Q3 2016.

  • Park Avenue Institutional Advisers reported no remaining Xcel Energy position as of Q3 2016 after selling out during the quarter.
  • Park Avenue Institutional Advisers sold 3,197 Xcel Energy shares in Q3 2016, an estimated $143K.
  • Park Avenue Institutional Advisers first reported a position in Xcel Energy in Q2 2015 and held it in 5 quarters.
  • Park Avenue Institutional Advisers's Xcel Energy position peaked at $143K in Q2 2016.
  • 585 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2016.

Based on Park Avenue Institutional Advisers's 13F filing for Q3 2016, filed 15 Feb 2017.