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abrdn Investment Management’s Xcel Energy XEL Stock Holding History

abrdn Investment Management’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
2015
Q1 		– Sell
-11,600
Closed -$417K – 434
2014
Q4 		$417K Sell
11,600
-9,532
-45% -$320K ﹤0.01% 380
2014
Q3 		$642K Sell
21,132
-84
-0.4% -$2.63K ﹤0.01% 375
2014
Q2 		$684K Buy
+21,216
New +$657K ﹤0.01% 356
2013
Q3 		– Sell
-21,538
Closed -$610K – 537
2013
Q2 		$610K Buy
+21,538
New +$644K ﹤0.01% 319

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

abrdn Investment Management's XEL Position: Q1 2015 in Review

abrdn Investment Management sold out of Xcel Energy (XEL) in Q1 2015, closing a stake of 11,600 shares — an estimated $417K sold.

abrdn Investment Management first reported a position in XEL in Q2 2013 and held it in 4 quarters. The position peaked at $684K in Q2 2014. 546 funds tracked by Wall St. Rank hold XEL as of Q1 2015.

  • abrdn Investment Management reported no remaining Xcel Energy position as of Q1 2015 after selling out during the quarter.
  • abrdn Investment Management sold 11,600 Xcel Energy shares in Q1 2015, an estimated $417K.
  • abrdn Investment Management first reported a position in Xcel Energy in Q2 2013 and held it in 4 quarters.
  • abrdn Investment Management's Xcel Energy position peaked at $684K in Q2 2014.
  • 546 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2015.

Based on abrdn Investment Management's 13F filing for Q1 2015, filed 15 May 2015.