Vantage Investment Advisors’s Xcel Energy XEL Stock Holding History

Vantage Investment Advisors’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	$9K	Sell	598 -650	-52%	-$30.7K	﹤0.01%	561
2018 Q2	$57K	Hold	1,248	–	–	0.01%	257
2018 Q1	$57K	Hold	1,248	–	–	0.01%	263
2017 Q4	$60K	Hold	1,248	–	–	0.01%	262
2017 Q3	$59K	Hold	1,248	–	–	0.02%	246
2017 Q2	$57K	Hold	1,248	–	–	0.02%	239
2017 Q1	$55K	Hold	1,248	–	–	0.02%	236
2016 Q4	$51K	Buy	1,248 +1,060	+564%	+$42.4K	0.02%	245
2016 Q3	$8K	Hold	188	–	–	﹤0.01%	548
2016 Q2	$8K	Buy	188 +38	+25%	+$1.57K	﹤0.01%	565
2016 Q1	$6K	Sell	150 -380	-72%	-$14.8K	﹤0.01%	610
2015 Q4	$19K	Hold	530	–	–	0.01%	400
2015 Q3	$19K	Buy	530 +380	+253%	+$12.9K	0.01%	388
2015 Q2	$5K	Sell	150 -150	-50%	-$5.05K	﹤0.01%	613
2015 Q1	$10K	Buy	300 +150	+100%	+$5.36K	﹤0.01%	611
2014 Q4	$5K	Hold	150	–	–	﹤0.01%	617
2014 Q3	$5K	Hold	150	–	–	﹤0.01%	580
2014 Q2	$5K	Hold	150	–	–	﹤0.01%	579
2014 Q1	$5K	Hold	150	–	–	﹤0.01%	532
2013 Q4	$4K	Buy	+150	New	+$4.24K	﹤0.01%	539

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

Vantage Investment Advisors's XEL Position: Q3 2018 in Review

Vantage Investment Advisors reduced its Xcel Energy (XEL) stake by 52% in Q3 2018, selling an estimated $30.7K and leaving 598 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Vantage Investment Advisors first reported a position in XEL in Q4 2013 and has held it in 20 quarters since. The position peaked at $60K in Q4 2017. 697 funds tracked by Wall St. Rank hold XEL as of Q3 2018.

Vantage Investment Advisors held 598 shares of Xcel Energy worth $9K as of Q3 2018.
Vantage Investment Advisors sold 650 Xcel Energy shares in Q3 2018, an estimated $30.7K.
Xcel Energy made up ﹤0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #561 holding.
Vantage Investment Advisors first reported a position in Xcel Energy in Q4 2013 and has held it in 20 quarters since.
Vantage Investment Advisors's Xcel Energy position peaked at $60K in Q4 2017.
697 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.