Peak Capital Management’s Xcel Energy XEL Stock Holding History

Peak Capital Management’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	-750	Closed	-$34K	–	181
2018 Q2	$34K	Buy	+750	New	+$33.6K	0.02%	96

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

Peak Capital Management's XEL Position: Q3 2018 in Review

Peak Capital Management sold out of Xcel Energy (XEL) in Q3 2018, closing a stake of 750 shares — an estimated $34K sold.

Peak Capital Management first reported a position in XEL in Q2 2018 and held it in 1 quarter. The position peaked at $34K in Q2 2018. 697 funds tracked by Wall St. Rank hold XEL as of Q3 2018.

Peak Capital Management reported no remaining Xcel Energy position as of Q3 2018 after selling out during the quarter.
Peak Capital Management sold 750 Xcel Energy shares in Q3 2018, an estimated $34K.
Peak Capital Management first reported a position in Xcel Energy in Q2 2018 and held it in 1 quarter.
Peak Capital Management's Xcel Energy position peaked at $34K in Q2 2018.
697 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2018.

Based on Peak Capital Management's 13F filing for Q3 2018, filed 20 Nov 2018.