Artisan Partners’s Xcel Energy XEL Stock Holding History

Artisan Partners’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 Q3	–	Sell	-5,705,480	Closed	-$184M	–	402
2015 Q2	$184M	Sell	5,705,480 -648,522	-10%	-$21.8M	0.34%	99
2015 Q1	$221M	Sell	6,354,002 -644,328	-9%	-$23M	0.4%	82
2014 Q4	$251M	Sell	6,998,330 -351,340	-5%	-$11.8M	0.44%	71
2014 Q3	$223M	Sell	7,349,670 -261,252	-3%	-$8.17M	0.4%	86
2014 Q2	$245M	Sell	7,610,922 -209,799	-3%	-$6.5M	0.42%	83
2014 Q1	$237M	Buy	+7,820,721	New	+$228M	0.42%	91

Other funds holding XEL

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $2.3T AUM 54.33% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Artisan Partners's XEL Position: Q3 2015 in Review

Artisan Partners sold out of Xcel Energy (XEL) in Q3 2015, closing a stake of 5,705,480 shares — an estimated $184M sold.

Artisan Partners first reported a position in XEL in Q1 2014 and held it in 6 quarters. The position peaked at $251M in Q4 2014. 540 funds tracked by Wall St. Rank hold XEL as of Q3 2015.

Artisan Partners reported no remaining Xcel Energy position as of Q3 2015 after selling out during the quarter.
Artisan Partners sold 5,705,480 Xcel Energy shares in Q3 2015, an estimated $184M.
Artisan Partners first reported a position in Xcel Energy in Q1 2014 and held it in 6 quarters.
Artisan Partners's Xcel Energy position peaked at $251M in Q4 2014.
540 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2015.

Based on Artisan Partners's 13F filing for Q3 2015, filed 12 Nov 2015.