Ada Investment Management’s Xcel Energy XEL Stock Holding History

Ada 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 Q4	$259K	Buy	+7,200	New	+$257K	0.17%	245

Other funds holding XEL

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

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

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

Ada Investment Management's XEL Position: Q4 2015 in Review

Ada Investment Management opened a new position in Xcel Energy (XEL) in Q4 2015: 7,200 shares worth $259K. The stake represents 0.17% of the portfolio and ranks #245 among its holdings.

566 funds tracked by Wall St. Rank hold XEL as of Q4 2015.

Ada Investment Management held 7,200 shares of Xcel Energy worth $259K as of Q4 2015.
Xcel Energy was a new Ada Investment Management position in Q4 2015.
Xcel Energy made up 0.17% of Ada Investment Management's portfolio in Q4 2015, its #245 holding.
566 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2015.

Based on Ada Investment Management's 13F filing for Q4 2015, filed 19 Feb 2016.