F&C Asset Management’s Xcel Energy XEL Stock Holding History

F&C Asset 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 Q1	$1.08M	Buy	35,722 +1,570	+5%	+$45.8K	0.01%	542
2013 Q4	$954K	Sell	34,152 -2,560	-7%	-$72.3K	0.01%	567
2013 Q3	$1.01M	Buy	36,712 +779	+2%	+$22.3K	0.01%	547
2013 Q2	$1.02M	Buy	+35,933	New	+$1.07M	0.01%	552

Other funds holding XEL

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

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

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

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

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

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

BFA

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

F&C Asset Management's XEL Position: Q1 2014 in Review

F&C Asset Management increased its Xcel Energy (XEL) stake by 4.6% in Q1 2014, buying an estimated $45.8K and bringing the position to 35,722 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #542.

F&C Asset Management first reported a position in XEL in Q2 2013 and has held it in 4 quarters since. 510 funds tracked by Wall St. Rank hold XEL as of Q1 2014.

F&C Asset Management held 35,722 shares of Xcel Energy worth $1.08M as of Q1 2014.
F&C Asset Management bought 1,570 Xcel Energy shares in Q1 2014, an estimated $45.8K.
Xcel Energy made up 0.01% of F&C Asset Management's portfolio in Q1 2014, its #542 holding.
F&C Asset Management first reported a position in Xcel Energy in Q2 2013 and has held it in 4 quarters since.
510 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2014.

Based on F&C Asset Management's 13F filing for Q1 2014, filed 14 May 2014.