Sawyer & Company’s Xcel Energy XEL Stock Holding History

Sawyer & Company’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	-6,815	Closed	-$405K	–	181
2019 Q2	$405K	Sell	6,815 -150	-2%	-$8.62K	0.27%	85
2019 Q1	$392K	Sell	6,965 -84	-1%	-$4.47K	0.26%	86
2018 Q4	$347K	Sell	7,049 -850	-11%	-$42.6K	0.25%	85
2018 Q3	$373K	Sell	7,899 -200	-2%	-$9.44K	0.23%	88
2018 Q2	$370K	Hold	8,099	–	–	0.24%	87
2018 Q1	$368K	Hold	8,099	–	–	0.25%	83
2017 Q4	$390K	Buy	+8,099	New	+$402K	0.26%	86

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

Sawyer & Company's XEL Position: Q3 2019 in Review

Sawyer & Company sold out of Xcel Energy (XEL) in Q3 2019, closing a stake of 6,815 shares — an estimated $405K sold.

Sawyer & Company first reported a position in XEL in Q4 2017 and held it in 7 quarters. The position peaked at $405K in Q2 2019. 805 funds tracked by Wall St. Rank hold XEL as of Q3 2019.

Sawyer & Company reported no remaining Xcel Energy position as of Q3 2019 after selling out during the quarter.
Sawyer & Company sold 6,815 Xcel Energy shares in Q3 2019, an estimated $405K.
Sawyer & Company first reported a position in Xcel Energy in Q4 2017 and held it in 7 quarters.
Sawyer & Company's Xcel Energy position peaked at $405K in Q2 2019.
805 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2019.

Based on Sawyer & Company's 13F filing for Q3 2019, filed 17 Oct 2019.