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Dreman Value Management’s Xcel Energy XEL Stock Holding History

Dreman Value 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
Q2 		– Sell
-1,829
Closed -$56K – 516
2014
Q1 		$56K Buy
+1,829
New +$53.3K ﹤0.01% 352

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Dreman Value Management's XEL Position: Q2 2014 in Review

Dreman Value Management sold out of Xcel Energy (XEL) in Q2 2014, closing a stake of 1,829 shares — an estimated $56K sold.

Dreman Value Management first reported a position in XEL in Q1 2014 and held it in 1 quarter. The position peaked at $56K in Q1 2014. 504 funds tracked by Wall St. Rank hold XEL as of Q2 2014.

  • Dreman Value Management reported no remaining Xcel Energy position as of Q2 2014 after selling out during the quarter.
  • Dreman Value Management sold 1,829 Xcel Energy shares in Q2 2014, an estimated $56K.
  • Dreman Value Management first reported a position in Xcel Energy in Q1 2014 and held it in 1 quarter.
  • Dreman Value Management's Xcel Energy position peaked at $56K in Q1 2014.
  • 504 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2014.

Based on Dreman Value Management's 13F filing for Q2 2014, filed 14 Aug 2014.