WealthOne’s Xcel Energy XEL Stock Holding History

WealthOne’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 Q1	–	Sell	-370	Closed	-$18K	–	557
2018 Q4	$18K	Buy	+370	New	+$18.6K	0.02%	302

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthOne's XEL Position: Q1 2019 in Review

WealthOne sold out of Xcel Energy (XEL) in Q1 2019, closing a stake of 370 shares — an estimated $18K sold.

WealthOne first reported a position in XEL in Q4 2018 and held it in 1 quarter. The position peaked at $18K in Q4 2018. 786 funds tracked by Wall St. Rank hold XEL as of Q1 2019.

WealthOne reported no remaining Xcel Energy position as of Q1 2019 after selling out during the quarter.
WealthOne sold 370 Xcel Energy shares in Q1 2019, an estimated $18K.
WealthOne first reported a position in Xcel Energy in Q4 2018 and held it in 1 quarter.
WealthOne's Xcel Energy position peaked at $18K in Q4 2018.
786 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.