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Scoria Capital Partners’s Xcel Energy XEL Stock Holding History

Scoria 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
2017
Q3 		$662K Buy
+14,000
New +$672K 0.74% 19

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Scoria Capital Partners's XEL Position: Q3 2017 in Review

Scoria Capital Partners opened a new position in Xcel Energy (XEL) in Q3 2017: 14,000 shares worth $662K. The stake represents 0.74% of the portfolio and ranks #19 among its holdings.

640 funds tracked by Wall St. Rank hold XEL as of Q3 2017.

  • Scoria Capital Partners held 14,000 shares of Xcel Energy worth $662K as of Q3 2017.
  • Xcel Energy was a new Scoria Capital Partners position in Q3 2017.
  • Xcel Energy made up 0.74% of Scoria Capital Partners's portfolio in Q3 2017, its #19 holding.
  • 640 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2017.

Based on Scoria Capital Partners's 13F filing for Q3 2017, filed 14 Nov 2017.