Patten Group’s Xcel Energy XEL Stock Holding History

Patten 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
2017 Q2	–	Sell	-79	Closed	-$4K	–	681
2017 Q1	$4K	Buy	+79	New	+$3.35K	﹤0.01%	547

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Patten Group's XEL Position: Q2 2017 in Review

Patten Group sold out of Xcel Energy (XEL) in Q2 2017, closing a stake of 79 shares — an estimated $4K sold.

Patten Group first reported a position in XEL in Q1 2017 and held it in 1 quarter. The position peaked at $4K in Q1 2017. 634 funds tracked by Wall St. Rank hold XEL as of Q2 2017.

Patten Group reported no remaining Xcel Energy position as of Q2 2017 after selling out during the quarter.
Patten Group sold 79 Xcel Energy shares in Q2 2017, an estimated $4K.
Patten Group first reported a position in Xcel Energy in Q1 2017 and held it in 1 quarter.
Patten Group's Xcel Energy position peaked at $4K in Q1 2017.
634 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2017.

Based on Patten Group's 13F filing for Q2 2017, filed 14 Aug 2017.