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XEL icon

Baird’s Xcel Energy XEL Stock Holding History

Baird’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
Q1 		$773K Sell
22,197
-1,211
-5% -$43.3K 0.01% 827
2014
Q4 		$841K Buy
23,408
+4,934
+27% +$166K 0.01% 782
2014
Q3 		$562K Buy
18,474
+3,700
+25% +$116K 0.01% 800
2014
Q2 		$476K Sell
14,774
-27,383
-65% -$849K 0.01% 857
2014
Q1 		$1.28M Sell
42,157
-3,102
-7% -$90.4K 0.02% 572
2013
Q4 		$1.26M Sell
45,259
-1,530
-3% -$43.2K 0.02% 550
2013
Q3 		$1.29M Buy
46,789
+22,854
+95% +$653K 0.02% 524
2013
Q2 		$678K Buy
+23,935
New +$715K 0.01% 671

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Baird's XEL Position: Q1 2015 in Review

Baird reduced its Xcel Energy (XEL) stake by 5.2% in Q1 2015, selling an estimated $43.3K and leaving 22,197 shares worth $773K. The position accounts for 0.01% of the portfolio, ranked #827.

Baird first reported a position in XEL in Q2 2013 and has held it in 8 quarters since. The position peaked at $1.29M in Q3 2013. 546 funds tracked by Wall St. Rank hold XEL as of Q1 2015.

  • Baird held 22,197 shares of Xcel Energy worth $773K as of Q1 2015.
  • Baird sold 1,211 Xcel Energy shares in Q1 2015, an estimated $43.3K.
  • Xcel Energy made up 0.01% of Baird's portfolio in Q1 2015, its #827 holding.
  • Baird first reported a position in Xcel Energy in Q2 2013 and has held it in 8 quarters since.
  • Baird's Xcel Energy position peaked at $1.29M in Q3 2013.
  • 546 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.