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XEL icon

Wealthfront’s Xcel Energy XEL Stock Holding History

Wealthfront’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 		$1.9M Sell
40,270
-1,965
-5% -$92.8K 0.02% 130
2018
Q2 		$1.93M Sell
42,235
-20,059
-32% -$898K 0.02% 130
2018
Q1 		$2.83M Buy
62,294
+29,585
+90% +$1.32M 0.03% 98
2017
Q4 		$1.57M Buy
32,709
+16,048
+96% +$796K 0.02% 153
2017
Q3 		$788K Buy
16,661
+2,440
+17% +$117K 0.01% 236
2017
Q2 		$652K Buy
14,221
+1,444
+11% +$66.5K 0.01% 221
2017
Q1 		$568K Buy
12,777
+2,494
+24% +$106K 0.01% 204
2016
Q4 		$419K Buy
10,283
+250
+2% +$10K 0.01% 229
2016
Q3 		$413K Buy
10,033
+685
+7% +$29.3K 0.01% 220
2016
Q2 		$419K Buy
9,348
+239
+3% +$9.89K 0.01% 196
2016
Q1 		$381K Buy
9,109
+1,547
+20% +$60.3K 0.01% 196
2015
Q4 		$272K Buy
7,562
+126
+2% +$4.5K 0.01% 239
2015
Q3 		$263K Buy
7,436
+3,632
+95% +$123K 0.01% 224
2015
Q2 		$122K Buy
3,804
+322
+9% +$10.8K 0.01% 365
2015
Q1 		$121K Buy
3,482
+905
+35% +$32.4K 0.01% 352
2014
Q4 		$93K Buy
2,577
+518
+25% +$17.4K 0.01% 368
2014
Q3 		$63K Buy
2,059
+804
+64% +$25.2K ﹤0.01% 367
2014
Q2 		$40K Buy
1,255
+454
+57% +$14.1K ﹤0.01% 408
2014
Q1 		$24K Buy
+801
New +$23.4K ﹤0.01% 401

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

Wealthfront's XEL Position: Q3 2018 in Review

Wealthfront reduced its Xcel Energy (XEL) stake by 4.7% in Q3 2018, selling an estimated $92.8K and leaving 40,270 shares worth $1.9M. The position accounts for 0.02% of the portfolio, ranked #130.

Wealthfront first reported a position in XEL in Q1 2014 and has held it in 19 quarters since. The position peaked at $2.83M in Q1 2018. 698 funds tracked by Wall St. Rank hold XEL as of Q3 2018.

  • Wealthfront held 40,270 shares of Xcel Energy worth $1.9M as of Q3 2018.
  • Wealthfront sold 1,965 Xcel Energy shares in Q3 2018, an estimated $92.8K.
  • Xcel Energy made up 0.02% of Wealthfront's portfolio in Q3 2018, its #130 holding.
  • Wealthfront first reported a position in Xcel Energy in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's Xcel Energy position peaked at $2.83M in Q1 2018.
  • 698 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.