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TLP Group’s Xcel Energy XEL Stock Holding History

TLP 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
2018
Q1 		– Sell
-30
Closed -$1K – 650
2017
Q4 		$1K Sell
30
-185
-86% -$9.18K ﹤0.01% 568
2017
Q3 		$10K Buy
+215
New +$10.3K 0.01% 377
2016
Q4 		– Sell
-2,935
Closed -$121K – 391
2016
Q3 		$121K Buy
2,935
+348
+13% +$14.9K 0.13% 193
2016
Q2 		$116K Buy
+2,587
New +$107K 0.08% 224

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

TLP Group's XEL Position: Q1 2018 in Review

TLP Group sold out of Xcel Energy (XEL) in Q1 2018, closing a stake of 30 shares — an estimated $1K sold.

TLP Group first reported a position in XEL in Q2 2016 and held it in 4 quarters. The position peaked at $121K in Q3 2016. 710 funds tracked by Wall St. Rank hold XEL as of Q1 2018.

  • TLP Group reported no remaining Xcel Energy position as of Q1 2018 after selling out during the quarter.
  • TLP Group sold 30 Xcel Energy shares in Q1 2018, an estimated $1K.
  • TLP Group first reported a position in Xcel Energy in Q2 2016 and held it in 4 quarters.
  • TLP Group's Xcel Energy position peaked at $121K in Q3 2016.
  • 710 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2018.

Based on TLP Group's 13F filing for Q1 2018, filed 16 May 2018.