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Windsor Financial Group’s Xcel Energy XEL Stock Holding History

Windsor Financial Group’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 		$2.35M Hold
57,809
– – 1.1% 36
2017
Q1 		$2.57M Sell
57,809
-1,100
-2% -$46.6K 1.18% 38
2016
Q4 		$2.4M Sell
58,909
-1,700
-3% -$68K 1.13% 39
2016
Q3 		$2.49M Sell
60,609
-500
-0.8% -$21.4K 1.17% 40
2016
Q2 		$2.74M Sell
61,109
-1,500
-2% -$62.1K 1.25% 41
2016
Q1 		$2.62M Hold
62,609
– – 1.2% 42
2015
Q4 		$2.25M Sell
62,609
-2,350
-4% -$83.9K 1.09% 42
2015
Q3 		$2.3M Sell
64,959
-1,800
-3% -$61.2K 1.11% 43
2015
Q2 		$2.15M Buy
66,759
+1,809
+3% +$60.9K 0.93% 46
2015
Q1 		$2.26M Sell
64,950
-325
-0.5% -$11.6K 1.01% 45
2014
Q4 		$2.35M Buy
65,275
+350
+0.5% +$11.8K 1.12% 43
2014
Q3 		$1.97M Sell
64,925
-600
-0.9% -$18.8K 0.95% 47
2014
Q2 		$2.11M Buy
65,525
+140
+0.2% +$4.34K 1.03% 46
2014
Q1 		$1.99M Buy
65,385
+1,300
+2% +$37.9K 1.01% 45
2013
Q4 		$1.79M Buy
64,085
+740
+1% +$20.9K 0.99% 46
2013
Q3 		$1.75M Buy
63,345
+3,120
+5% +$89.2K 1.05% 47
2013
Q2 		$1.71M Buy
+60,225
New +$1.8M 1.08% 47

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

Windsor Financial Group's XEL Position: Q2 2017 in Review

Windsor Financial Group held its Xcel Energy (XEL) position steady in Q2 2017 at 57,809 shares worth $2.35M. The position accounts for 1.1% of the portfolio, ranked #36.

Windsor Financial Group first reported a position in XEL in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.74M in Q2 2016. 634 funds tracked by Wall St. Rank hold XEL as of Q2 2017.

  • Windsor Financial Group held 57,809 shares of Xcel Energy worth $2.35M as of Q2 2017.
  • Windsor Financial Group left its Xcel Energy share count unchanged in Q2 2017.
  • Xcel Energy made up 1.1% of Windsor Financial Group's portfolio in Q2 2017, its #36 holding.
  • Windsor Financial Group first reported a position in Xcel Energy in Q2 2013 and has held it in 17 quarters since.
  • Windsor Financial Group's Xcel Energy position peaked at $2.74M in Q2 2016.
  • 634 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2017.

Based on Windsor Financial Group's 13F filing for Q2 2017, filed 3 Aug 2017.