SI
XEL icon

SII Investments’s Xcel Energy XEL Stock Holding History

SII Investments’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
2018
Q1 		– Sell
-10,283
Closed -$493K – 349
2017
Q4 		$493K Sell
10,283
-4,878
-32% -$242K 0.05% 252
2017
Q3 		$718K Sell
15,161
-420
-3% -$20.2K 0.04% 275
2017
Q2 		$716K Sell
15,581
-6,074
-28% -$280K 0.04% 264
2017
Q1 		$958K Buy
21,655
+845
+4% +$35.8K 0.07% 207
2016
Q4 		$845K Buy
20,810
+390
+2% +$15.6K 0.06% 221
2016
Q3 		$839K Buy
20,420
+7,691
+60% +$329K 0.06% 215
2016
Q2 		$568K Sell
12,729
-2,621
-17% -$108K 0.05% 284
2016
Q1 		$641K Buy
+15,350
New +$598K 0.06% 261
2015
Q4 		– Sell
-15,071
Closed -$533K – 549
2015
Q3 		$533K Buy
15,071
+7,444
+98% +$253K 0.06% 278
2015
Q2 		$246K Sell
7,627
-3,139
-29% -$106K 0.03% 440
2015
Q1 		$370K Sell
10,766
-2,091
-16% -$74.8K 0.04% 348
2014
Q4 		$464K Sell
12,857
-1,192
-8% -$40K 0.06% 268
2014
Q3 		$426K Hold
14,049
– – 0.06% 293
2014
Q2 		$452K Buy
14,049
+57
+0.4% +$1.77K 0.06% 274
2014
Q1 		$418K Sell
13,992
-2,096
-13% -$61.1K 0.08% 255
2013
Q4 		$450K Buy
+16,088
New +$454K 0.08% 255
2013
Q3 		– Sell
-14,996
Closed -$428K – 395
2013
Q2 		$428K Buy
+14,996
New +$448K 0.09% 226

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

SII Investments's XEL Position: Q1 2018 in Review

SII Investments sold out of Xcel Energy (XEL) in Q1 2018, closing a stake of 10,283 shares — an estimated $493K sold.

SII Investments first reported a position in XEL in Q2 2013 and held it in 17 quarters. The position peaked at $958K in Q1 2017. 710 funds tracked by Wall St. Rank hold XEL as of Q1 2018.

  • SII Investments reported no remaining Xcel Energy position as of Q1 2018 after selling out during the quarter.
  • SII Investments sold 10,283 Xcel Energy shares in Q1 2018, an estimated $493K.
  • SII Investments first reported a position in Xcel Energy in Q2 2013 and held it in 17 quarters.
  • SII Investments's Xcel Energy position peaked at $958K in Q1 2017.
  • 710 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2018.

Based on SII Investments's 13F filing for Q1 2018.