Sompo Asset Management’s Xcel Energy XEL Stock Holding History

Sompo Asset Management’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 Q3	–	Sell	-21,590	Closed	-$986K	–	102
2018 Q2	$986K	Buy	+21,590	New	+$967K	0.22%	83

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sompo Asset Management's XEL Position: Q3 2018 in Review

Sompo Asset Management sold out of Xcel Energy (XEL) in Q3 2018, closing a stake of 21,590 shares — an estimated $986K sold.

Sompo Asset Management first reported a position in XEL in Q2 2018 and held it in 1 quarter. The position peaked at $986K in Q2 2018. 697 funds tracked by Wall St. Rank hold XEL as of Q3 2018.

Sompo Asset Management reported no remaining Xcel Energy position as of Q3 2018 after selling out during the quarter.
Sompo Asset Management sold 21,590 Xcel Energy shares in Q3 2018, an estimated $986K.
Sompo Asset Management first reported a position in Xcel Energy in Q2 2018 and held it in 1 quarter.
Sompo Asset Management's Xcel Energy position peaked at $986K in Q2 2018.
697 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2018.

Based on Sompo Asset Management's 13F filing for Q3 2018, filed 6 Nov 2018.