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Wagner Wealth Management (South Carolina)’s Xcel Energy XEL Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$1K Hold
24
– – ﹤0.01% 664
2018
Q2 		$1K Hold
24
– – ﹤0.01% 635
2018
Q1 		$1K Buy
+24
New +$1.07K ﹤0.01% 593
2017
Q4 		– Hold
0
– – – 502

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wagner Wealth Management (South Carolina)'s XEL Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Xcel Energy (XEL) position steady in Q3 2018 at 24 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Wagner Wealth Management (South Carolina) first reported a position in XEL in Q1 2018 and has held it in 3 quarters since. 698 funds tracked by Wall St. Rank hold XEL as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 24 shares of Xcel Energy worth $1K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its Xcel Energy share count unchanged in Q3 2018.
  • Xcel Energy made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #664 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Xcel Energy in Q1 2018 and has held it in 3 quarters since.
  • 698 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.