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First Citizens Bancorporation’s Xcel Energy XEL Stock Holding History

First Citizens Bancorporation’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 		– Sell
-20,632
Closed -$577K – 112
2013
Q4 		$577K Buy
20,632
+7,135
+53% +$202K 0.46% 80
2013
Q3 		$373K Buy
+13,497
New +$386K 0.32% 80

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

First Citizens Bancorporation's XEL Position: Q1 2014 in Review

First Citizens Bancorporation sold out of Xcel Energy (XEL) in Q1 2014, closing a stake of 20,632 shares — an estimated $577K sold.

First Citizens Bancorporation first reported a position in XEL in Q3 2013 and held it in 2 quarters. The position peaked at $577K in Q4 2013. 510 funds tracked by Wall St. Rank hold XEL as of Q1 2014.

  • First Citizens Bancorporation reported no remaining Xcel Energy position as of Q1 2014 after selling out during the quarter.
  • First Citizens Bancorporation sold 20,632 Xcel Energy shares in Q1 2014, an estimated $577K.
  • First Citizens Bancorporation first reported a position in Xcel Energy in Q3 2013 and held it in 2 quarters.
  • First Citizens Bancorporation's Xcel Energy position peaked at $577K in Q4 2013.
  • 510 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2014.

Based on First Citizens Bancorporation's 13F filing for Q1 2014, filed 22 Apr 2014.