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Endex Capital Management’s Xcel Energy XEL Stock Holding History

Endex Capital 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
2013
Q4 		$133K Hold
4,750
– – 0.12% 201
2013
Q3 		$131K Hold
4,750
– – 0.13% 191
2013
Q2 		$135K Buy
+4,750
New +$142K 0.14% 181

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

Endex Capital Management's XEL Position: Q4 2013 in Review

Endex Capital Management held its Xcel Energy (XEL) position steady in Q4 2013 at 4,750 shares worth $133K. The position accounts for 0.12% of the portfolio, ranked #201.

Endex Capital Management first reported a position in XEL in Q2 2013 and has held it in 3 quarters since. The position peaked at $135K in Q2 2013. 493 funds tracked by Wall St. Rank hold XEL as of Q4 2013.

  • Endex Capital Management held 4,750 shares of Xcel Energy worth $133K as of Q4 2013.
  • Endex Capital Management left its Xcel Energy share count unchanged in Q4 2013.
  • Xcel Energy made up 0.12% of Endex Capital Management's portfolio in Q4 2013, its #201 holding.
  • Endex Capital Management first reported a position in Xcel Energy in Q2 2013 and has held it in 3 quarters since.
  • Endex Capital Management's Xcel Energy position peaked at $135K in Q2 2013.
  • 493 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2013.

Based on Endex Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.