Three Peaks Capital Management’s Xcel Energy XEL Stock Holding History

Three Peaks Capital 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
2019 Q3	–	Sell	-88,248	Closed	-$5.25M	–	110
2019 Q2	$5.25M	Sell	88,248 -4,126	-4%	-$237K	1.52%	24
2019 Q1	$5.19M	Buy	92,374 +7,374	+9%	+$392K	1.53%	11
2018 Q4	$4.19M	Buy	+85,000	New	+$4.26M	1.31%	11

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

Three Peaks Capital Management's XEL Position: Q3 2019 in Review

Three Peaks Capital Management sold out of Xcel Energy (XEL) in Q3 2019, closing a stake of 88,248 shares — an estimated $5.25M sold.

Three Peaks Capital Management first reported a position in XEL in Q4 2018 and held it in 3 quarters. The position peaked at $5.25M in Q2 2019. 805 funds tracked by Wall St. Rank hold XEL as of Q3 2019.

Three Peaks Capital Management reported no remaining Xcel Energy position as of Q3 2019 after selling out during the quarter.
Three Peaks Capital Management sold 88,248 Xcel Energy shares in Q3 2019, an estimated $5.25M.
Three Peaks Capital Management first reported a position in Xcel Energy in Q4 2018 and held it in 3 quarters.
Three Peaks Capital Management's Xcel Energy position peaked at $5.25M in Q2 2019.
805 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2019.

Based on Three Peaks Capital Management's 13F filing for Q3 2019, filed 15 Oct 2019.