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Poehling Capital Management’s Xcel Energy XEL Stock Holding History

Poehling 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
-3,797
Closed -$173K – 264
2018
Q2 		$173K Buy
3,797
+1,811
+91% +$81.1K 0.15% 98
2018
Q1 		$90K Sell
1,986
-825
-29% -$36.8K 0.07% 116
2017
Q4 		$135K Buy
+2,811
New +$140K 0.11% 101

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Poehling Capital Management sold out of Xcel Energy (XEL) in Q3 2018, closing a stake of 3,797 shares — an estimated $173K sold.

Poehling Capital Management first reported a position in XEL in Q4 2017 and held it in 3 quarters. The position peaked at $173K in Q2 2018. 697 funds tracked by Wall St. Rank hold XEL as of Q3 2018.

  • Poehling Capital Management reported no remaining Xcel Energy position as of Q3 2018 after selling out during the quarter.
  • Poehling Capital Management sold 3,797 Xcel Energy shares in Q3 2018, an estimated $173K.
  • Poehling Capital Management first reported a position in Xcel Energy in Q4 2017 and held it in 3 quarters.
  • Poehling Capital Management's Xcel Energy position peaked at $173K in Q2 2018.
  • 697 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2018.

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