SevenBridge Financial Group’s Xcel Energy XEL Stock Holding History

SevenBridge Financial 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 Q3	–	Sell	-364	Closed	-$22K	–	580
2019 Q2	$22K	Hold	364	–	–	0.01%	380
2019 Q1	$20K	Hold	364	–	–	0.01%	345
2018 Q4	$18K	Hold	364	–	–	0.01%	319
2018 Q3	$17K	Hold	364	–	–	0.01%	359
2018 Q2	$17K	Hold	364	–	–	0.01%	368
2018 Q1	$17K	Hold	364	–	–	0.01%	375
2017 Q4	$18K	Hold	364	–	–	0.01%	387
2017 Q3	$17K	Hold	364	–	–	0.01%	393
2017 Q2	$17K	Buy	+364	New	+$16.8K	0.01%	400

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

SevenBridge Financial Group's XEL Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Xcel Energy (XEL) in Q3 2019, closing a stake of 364 shares — an estimated $22K sold.

SevenBridge Financial Group first reported a position in XEL in Q2 2017 and held it in 9 quarters. The position peaked at $22K in Q2 2019. 805 funds tracked by Wall St. Rank hold XEL as of Q3 2019.

SevenBridge Financial Group reported no remaining Xcel Energy position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 364 Xcel Energy shares in Q3 2019, an estimated $22K.
SevenBridge Financial Group first reported a position in Xcel Energy in Q2 2017 and held it in 9 quarters.
SevenBridge Financial Group's Xcel Energy position peaked at $22K in Q2 2019.
805 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.