Pensionfund DSM Netherlands’s Xcel Energy XEL Stock Holding History

Pensionfund DSM Netherlands’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 Q1	–	Sell	-82,000	Closed	-$3.34M	–	223
2016 Q4	$3.34M	Sell	82,000 -10,000	-11%	-$400K	0.48%	87
2016 Q3	$3.79M	Buy	+92,000	New	+$3.93M	0.51%	78
2016 Q2	–	Sell	-86,000	Closed	-$3.56M	–	214
2016 Q1	$3.6M	Buy	86,000 +11,000	+15%	+$429K	0.48%	75
2015 Q4	$2.69M	Buy	+75,000	New	+$2.68M	0.37%	132

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Pensionfund DSM Netherlands's XEL Position: Q1 2017 in Review

Pensionfund DSM Netherlands sold out of Xcel Energy (XEL) in Q1 2017, closing a stake of 82,000 shares — an estimated $3.34M sold.

Pensionfund DSM Netherlands first reported a position in XEL in Q4 2015 and held it in 4 quarters. The position peaked at $3.79M in Q3 2016. 625 funds tracked by Wall St. Rank hold XEL as of Q1 2017.

Pensionfund DSM Netherlands reported no remaining Xcel Energy position as of Q1 2017 after selling out during the quarter.
Pensionfund DSM Netherlands sold 82,000 Xcel Energy shares in Q1 2017, an estimated $3.34M.
Pensionfund DSM Netherlands first reported a position in Xcel Energy in Q4 2015 and held it in 4 quarters.
Pensionfund DSM Netherlands's Xcel Energy position peaked at $3.79M in Q3 2016.
625 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2017.

Based on Pensionfund DSM Netherlands's 13F filing for Q1 2017, filed 3 Apr 2017.