Crawford Investment Counsel’s Xcel Energy XEL Stock Holding History

Crawford Investment Counsel’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 Q4	–	Sell	-8,468	Closed	-$348K	–	256
2016 Q3	$348K	Buy	8,468 +500	+6%	+$21.4K	0.01%	211
2016 Q2	$357K	Hold	7,968	–	–	0.01%	210
2016 Q1	$333K	Hold	7,968	–	–	0.01%	212
2015 Q4	$286K	Hold	7,968	–	–	0.01%	217
2015 Q3	$282K	Hold	7,968	–	–	0.01%	225
2015 Q2	$256K	Hold	7,968	–	–	0.01%	231
2015 Q1	$277K	Hold	7,968	–	–	0.01%	221
2014 Q4	$286K	Hold	7,968	–	–	0.01%	218
2014 Q3	$242K	Sell	7,968 -395	-5%	-$12.4K	0.01%	221
2014 Q2	$270K	Buy	+8,363	New	+$259K	0.01%	211

Other funds holding XEL

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Crawford Investment Counsel's XEL Position: Q4 2016 in Review

Crawford Investment Counsel sold out of Xcel Energy (XEL) in Q4 2016, closing a stake of 8,468 shares — an estimated $348K sold.

Crawford Investment Counsel first reported a position in XEL in Q2 2014 and held it in 10 quarters. The position peaked at $357K in Q2 2016. 628 funds tracked by Wall St. Rank hold XEL as of Q4 2016.

Crawford Investment Counsel reported no remaining Xcel Energy position as of Q4 2016 after selling out during the quarter.
Crawford Investment Counsel sold 8,468 Xcel Energy shares in Q4 2016, an estimated $348K.
Crawford Investment Counsel first reported a position in Xcel Energy in Q2 2014 and held it in 10 quarters.
Crawford Investment Counsel's Xcel Energy position peaked at $357K in Q2 2016.
628 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2016.

Based on Crawford Investment Counsel's 13F filing for Q4 2016, filed 14 Feb 2017.