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Tuttle Capital Management’s Xcel Energy XEL Stock Holding History

Tuttle 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
Q4 		– Sell
-3,962
Closed -$254K – 253
2019
Q3 		$254K Buy
+3,962
New +$247K 0.07% 214

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Vanguard Group
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tuttle Capital Management's XEL Position: Q4 2019 in Review

Tuttle Capital Management sold out of Xcel Energy (XEL) in Q4 2019, closing a stake of 3,962 shares — an estimated $254K sold.

Tuttle Capital Management first reported a position in XEL in Q3 2019 and held it in 1 quarter. The position peaked at $254K in Q3 2019. 848 funds tracked by Wall St. Rank hold XEL as of Q4 2019.

  • Tuttle Capital Management reported no remaining Xcel Energy position as of Q4 2019 after selling out during the quarter.
  • Tuttle Capital Management sold 3,962 Xcel Energy shares in Q4 2019, an estimated $254K.
  • Tuttle Capital Management first reported a position in Xcel Energy in Q3 2019 and held it in 1 quarter.
  • Tuttle Capital Management's Xcel Energy position peaked at $254K in Q3 2019.
  • 848 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2019.

Based on Tuttle Capital Management's 13F filing for Q4 2019, filed 13 Jan 2020.