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Archipel Asset Management’s Xcel Energy XEL Stock Holding History

Archipel Asset 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
2014
Q3 		– Sell
-290,274
Closed -$9.36M – 150
2014
Q2 		$9.36M Buy
+290,274
New +$9M 2.34% 20

Other funds holding XEL

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Archipel Asset Management's XEL Position: Q3 2014 in Review

Archipel Asset Management sold out of Xcel Energy (XEL) in Q3 2014, closing a stake of 290,274 shares — an estimated $9.36M sold.

Archipel Asset Management first reported a position in XEL in Q2 2014 and held it in 1 quarter. The position peaked at $9.36M in Q2 2014. 519 funds tracked by Wall St. Rank hold XEL as of Q3 2014.

  • Archipel Asset Management reported no remaining Xcel Energy position as of Q3 2014 after selling out during the quarter.
  • Archipel Asset Management sold 290,274 Xcel Energy shares in Q3 2014, an estimated $9.36M.
  • Archipel Asset Management first reported a position in Xcel Energy in Q2 2014 and held it in 1 quarter.
  • Archipel Asset Management's Xcel Energy position peaked at $9.36M in Q2 2014.
  • 519 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2014.

Based on Archipel Asset Management's 13F filing for Q3 2014, filed 15 Oct 2014.