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PGGM Investments’s Xcel Energy XEL Stock Holding History

PGGM Investments’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
Q4 		– Sell
-902,267
Closed -$42.6M – 284
2018
Q3 		$42.6M Sell
902,267
-52,433
-5% -$2.48M 0.22% 128
2018
Q2 		$43.6M Hold
954,700
– – 0.24% 118
2018
Q1 		$43.4M Hold
954,700
– – 0.25% 118
2017
Q4 		$45.9M Buy
954,700
+254,945
+36% +$12.7M 0.26% 111
2017
Q3 		$33.1M Sell
699,755
-355,283
-34% -$17M 0.16% 175
2017
Q2 		$48.4M Sell
1,055,038
-36,875
-3% -$1.7M 0.25% 103
2017
Q1 		$48.5M Sell
1,091,913
-66,173
-6% -$2.8M 0.25% 106
2016
Q4 		$47.1M Sell
1,158,086
-11,855
-1% -$474K 0.24% 110
2016
Q3 		$48.1M Buy
1,169,941
+18,027
+2% +$771K 0.24% 102
2016
Q2 		$51.6M Sell
1,151,914
-390,798
-25% -$16.2M 0.26% 88
2016
Q1 		$64.5M Buy
1,542,712
+15,545
+1% +$606K 0.34% 67
2015
Q4 		$54.8M Sell
1,527,167
-19,021
-1% -$679K 0.29% 84
2015
Q3 		$54.8M Buy
1,546,188
+10,066
+0.7% +$342K 0.3% 84
2015
Q2 		$49.4M Sell
1,536,122
-21,049
-1% -$708K 0.26% 95
2015
Q1 		$54.2M Sell
1,557,171
-178,161
-10% -$6.37M 0.26% 94
2014
Q4 		$62.3M Sell
1,735,332
-7,283
-0.4% -$245K 0.28% 84
2014
Q3 		$53M Buy
1,742,615
+70,942
+4% +$2.22M 0.25% 89
2014
Q2 		$53.9M Buy
1,671,673
+543,085
+48% +$16.8M 0.26% 88
2014
Q1 		$34.3M Buy
1,128,588
+329,814
+41% +$9.62M 0.18% 121
2013
Q4 		$22.3M Buy
798,774
+349,026
+78% +$9.86M 0.12% 189
2013
Q3 		$12.4M Buy
449,748
+16,951
+4% +$485K 0.07% 223
2013
Q2 		$12.3M Buy
+432,797
New +$12.9M 0.07% 220

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PGGM Investments's XEL Position: Q4 2018 in Review

PGGM Investments sold out of Xcel Energy (XEL) in Q4 2018, closing a stake of 902,267 shares — an estimated $42.6M sold.

PGGM Investments first reported a position in XEL in Q2 2013 and held it in 22 quarters. The position peaked at $64.5M in Q1 2016. 758 funds tracked by Wall St. Rank hold XEL as of Q4 2018.

  • PGGM Investments reported no remaining Xcel Energy position as of Q4 2018 after selling out during the quarter.
  • PGGM Investments sold 902,267 Xcel Energy shares in Q4 2018, an estimated $42.6M.
  • PGGM Investments first reported a position in Xcel Energy in Q2 2013 and held it in 22 quarters.
  • PGGM Investments's Xcel Energy position peaked at $64.5M in Q1 2016.
  • 758 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2018.

Based on PGGM Investments's 13F filing for Q4 2018, filed 28 Jan 2019.