USCA RIA’s Xcel Energy XEL Stock Holding History

USCA RIA’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 Q4	–	Sell	-58,601	Closed	-$2.77M	–	478
2018 Q3	$2.77M	Sell	58,601 -1,400	-2%	-$66.1K	0.28%	115
2018 Q2	$2.74M	Buy	+60,001	New	+$2.69M	0.29%	103
2016 Q2	–	Sell	-32,577	Closed	-$1.36M	–	392
2016 Q1	$1.36M	Buy	+32,577	New	+$1.27M	0.25%	115

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

USCA RIA's XEL Position: Q4 2018 in Review

USCA RIA sold out of Xcel Energy (XEL) in Q4 2018, closing a stake of 58,601 shares — an estimated $2.77M sold.

USCA RIA first reported a position in XEL in Q1 2016 and held it in 3 quarters. The position peaked at $2.77M in Q3 2018. 758 funds tracked by Wall St. Rank hold XEL as of Q4 2018.

USCA RIA reported no remaining Xcel Energy position as of Q4 2018 after selling out during the quarter.
USCA RIA sold 58,601 Xcel Energy shares in Q4 2018, an estimated $2.77M.
USCA RIA first reported a position in Xcel Energy in Q1 2016 and held it in 3 quarters.
USCA RIA's Xcel Energy position peaked at $2.77M in Q3 2018.
758 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2018.

Based on USCA RIA's 13F filing for Q4 2018, filed 12 Feb 2019.