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WFG Advisors’s Xcel Energy XEL Stock Holding History

WFG 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
2017
Q2 		$1.58M Buy
34,424
+3,161
+10% +$146K 0.36% 72
2017
Q1 		$1.39M Sell
31,263
-1,858
-6% -$78.7K 0.37% 67
2016
Q4 		$1.35M Sell
33,121
-1,232
-4% -$49.3K 0.33% 77
2016
Q3 		$1.41M Buy
34,353
+279
+0.8% +$11.9K 0.35% 75
2016
Q2 		$1.53M Sell
34,074
-124
-0.4% -$5.13K 0.41% 58
2016
Q1 		$1.43M Buy
34,198
+287
+0.8% +$11.2K 0.41% 54
2015
Q4 		$1.22M Buy
33,911
+288
+0.9% +$10.3K 0.36% 62
2015
Q3 		$1.19M Buy
33,623
+411
+1% +$14K 0.37% 60
2015
Q2 		$1.07M Sell
33,212
-245
-0.7% -$8.24K 0.29% 75
2015
Q1 		$1.17M Buy
33,457
+161
+0.5% +$5.76K 0.33% 64
2014
Q4 		$1.2M Buy
33,296
+317
+1% +$10.6K 0.24% 90
2014
Q3 		$1M Buy
32,979
+1,476
+5% +$46.2K 0.19% 123
2014
Q2 		$1.01M Buy
31,503
+1,013
+3% +$31.4K 0.19% 123
2014
Q1 		$926K Buy
30,490
+1,609
+6% +$46.9K 0.19% 128
2013
Q4 		$807K Buy
28,881
+1,644
+6% +$46.4K 0.11% 208
2013
Q3 		$752K Buy
27,237
+1,429
+6% +$40.9K 0.12% 203
2013
Q2 		$731K Buy
+25,808
New +$771K 0.12% 198

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

WFG Advisors's XEL Position: Q2 2017 in Review

WFG Advisors increased its Xcel Energy (XEL) stake by 10% in Q2 2017, buying an estimated $146K and bringing the position to 34,424 shares worth $1.58M. The position accounts for 0.36% of the portfolio, ranked #72.

WFG Advisors first reported a position in XEL in Q2 2013 and has held it in 17 quarters since. 634 funds tracked by Wall St. Rank hold XEL as of Q2 2017.

  • WFG Advisors held 34,424 shares of Xcel Energy worth $1.58M as of Q2 2017.
  • WFG Advisors bought 3,161 Xcel Energy shares in Q2 2017, an estimated $146K.
  • Xcel Energy made up 0.36% of WFG Advisors's portfolio in Q2 2017, its #72 holding.
  • WFG Advisors first reported a position in Xcel Energy in Q2 2013 and has held it in 17 quarters since.
  • 634 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.