Quad-Cities Investment Group’s Xcel Energy XEL Stock Holding History

Quad-Cities Investment Group’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 Q4	–	Sell	-266	Closed	-$17K	–	709
2019 Q3	$17K	Buy	266 +2	+0.8%	+$125	0.01%	521
2019 Q2	$16K	Buy	264 +2	+0.8%	+$115	0.01%	544
2019 Q1	$15K	Buy	262 +2	+0.8%	+$106	0.01%	544
2018 Q4	$13K	Buy	260 +2	+0.8%	+$100	0.01%	556
2018 Q3	$12K	Buy	258 +2	+0.8%	+$94	0.01%	597
2018 Q2	$12K	Buy	+256	New	+$11.5K	0.01%	611

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

MAM

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Quad-Cities Investment Group's XEL Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of Xcel Energy (XEL) in Q4 2019, closing a stake of 266 shares — an estimated $17K sold.

Quad-Cities Investment Group first reported a position in XEL in Q2 2018 and held it in 6 quarters. The position peaked at $17K in Q3 2019. 848 funds tracked by Wall St. Rank hold XEL as of Q4 2019.

Quad-Cities Investment Group reported no remaining Xcel Energy position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 266 Xcel Energy shares in Q4 2019, an estimated $17K.
Quad-Cities Investment Group first reported a position in Xcel Energy in Q2 2018 and held it in 6 quarters.
Quad-Cities Investment Group's Xcel Energy position peaked at $17K in Q3 2019.
848 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.