Proficio Capital Partners’s Xcel Energy XEL Stock Holding History

Proficio Capital Partners’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
2019 Q3	–	Sell	-281	Closed	-$17K	–	1570
2019 Q2	$17K	Buy	281 +27	+11%	+$1.55K	0.01%	756
2019 Q1	$14K	Buy	254 +74	+41%	+$3.94K	0.01%	792
2018 Q4	$9K	Hold	180	–	–	﹤0.01%	768
2018 Q3	$8K	Hold	180	–	–	﹤0.01%	869
2018 Q2	$8K	Hold	180	–	–	﹤0.01%	895
2018 Q1	$8K	Buy	180 +48	+36%	+$2.14K	﹤0.01%	900
2017 Q4	$6K	Hold	132	–	–	﹤0.01%	948
2017 Q3	$6K	Hold	132	–	–	﹤0.01%	929
2017 Q2	$6K	Hold	132	–	–	﹤0.01%	935
2017 Q1	$6K	Buy	132 +50	+61%	+$2.12K	﹤0.01%	961
2016 Q4	$3K	Buy	+82	New	+$3.28K	﹤0.01%	862
2016 Q2	–	Sell	-171	Closed	-$7K	–	1187
2016 Q1	$7K	Hold	171	–	–	0.01%	469
2015 Q4	$6K	Buy	+171	New	+$6.11K	0.01%	398

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Proficio Capital Partners's XEL Position: Q3 2019 in Review

Proficio Capital Partners sold out of Xcel Energy (XEL) in Q3 2019, closing a stake of 281 shares — an estimated $17K sold.

Proficio Capital Partners first reported a position in XEL in Q4 2015 and held it in 13 quarters. The position peaked at $17K in Q2 2019. 805 funds tracked by Wall St. Rank hold XEL as of Q3 2019.

Proficio Capital Partners reported no remaining Xcel Energy position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 281 Xcel Energy shares in Q3 2019, an estimated $17K.
Proficio Capital Partners first reported a position in Xcel Energy in Q4 2015 and held it in 13 quarters.
Proficio Capital Partners's Xcel Energy position peaked at $17K in Q2 2019.
805 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.