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Alerus Investment Advisors’s Xcel Energy XEL Stock Holding History

Alerus Investment Advisors’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
2016
Q1 		$245K Buy
5,868
+28
+0.5% +$1.09K 0.04% 121
2015
Q4 		$210K Buy
+5,840
New +$209K 0.04% 128
2015
Q1 		– Sell
-5,638
Closed -$203K – 160
2014
Q4 		$203K Buy
+5,638
New +$189K 0.03% 127

Other funds holding XEL

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Alerus Investment Advisors's XEL Position: Q1 2016 in Review

Alerus Investment Advisors increased its Xcel Energy (XEL) stake by 0.48% in Q1 2016, buying an estimated $1.09K and bringing the position to 5,868 shares worth $245K. The position accounts for 0.04% of the portfolio, ranked #121.

Alerus Investment Advisors first reported a position in XEL in Q4 2014 and has held it in 3 quarters since. 582 funds tracked by Wall St. Rank hold XEL as of Q1 2016.

  • Alerus Investment Advisors held 5,868 shares of Xcel Energy worth $245K as of Q1 2016.
  • Alerus Investment Advisors bought 28 Xcel Energy shares in Q1 2016, an estimated $1.09K.
  • Xcel Energy made up 0.04% of Alerus Investment Advisors's portfolio in Q1 2016, its #121 holding.
  • Alerus Investment Advisors first reported a position in Xcel Energy in Q4 2014 and has held it in 3 quarters since.
  • 582 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2016.

Based on Alerus Investment Advisors's 13F filing for Q1 2016, filed 4 May 2016.