Whitney & Co’s Xcel Energy XEL Stock Holding History

Whitney & Co’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	–	Sell	-93	Closed	-$4K	–	554
2018 Q2	$4K	Hold	93	–	–	﹤0.01%	282
2018 Q1	$4K	Buy	+93	New	+$4.14K	﹤0.01%	276

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

Whitney & Co's XEL Position: Q3 2018 in Review

Whitney & Co sold out of Xcel Energy (XEL) in Q3 2018, closing a stake of 93 shares — an estimated $4K sold.

Whitney & Co first reported a position in XEL in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q2 2018. 697 funds tracked by Wall St. Rank hold XEL as of Q3 2018.

Whitney & Co reported no remaining Xcel Energy position as of Q3 2018 after selling out during the quarter.
Whitney & Co sold 93 Xcel Energy shares in Q3 2018, an estimated $4K.
Whitney & Co first reported a position in Xcel Energy in Q1 2018 and held it in 2 quarters.
Whitney & Co's Xcel Energy position peaked at $4K in Q2 2018.
697 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2018.

Based on Whitney & Co's 13F filing for Q3 2018, filed 13 Nov 2018.