Advisory Research’s Xcel Energy XEL Stock Holding History

Advisory Research’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
2014 Q2	–	Sell	-2,271	Closed	-$69K	–	683
2014 Q1	$69K	Buy	+2,271	New	+$66.2K	﹤0.01%	581

Other funds holding XEL

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Research's XEL Position: Q2 2014 in Review

Advisory Research sold out of Xcel Energy (XEL) in Q2 2014, closing a stake of 2,271 shares — an estimated $69K sold.

Advisory Research first reported a position in XEL in Q1 2014 and held it in 1 quarter. The position peaked at $69K in Q1 2014. 504 funds tracked by Wall St. Rank hold XEL as of Q2 2014.

Advisory Research reported no remaining Xcel Energy position as of Q2 2014 after selling out during the quarter.
Advisory Research sold 2,271 Xcel Energy shares in Q2 2014, an estimated $69K.
Advisory Research first reported a position in Xcel Energy in Q1 2014 and held it in 1 quarter.
Advisory Research's Xcel Energy position peaked at $69K in Q1 2014.
504 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.