FirstMerit Bank N.A. Trustee’s Xcel Energy XEL Stock Holding History

FirstMerit Bank N.A. Trustee’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 Q2	$453K	Hold	10,116	–	–	0.04%	218
2016 Q1	$423K	Sell	10,116 -120	-1%	-$4.68K	0.04%	217
2015 Q4	$367K	Buy	10,236 +455	+5%	+$16.2K	0.03%	235
2015 Q3	$347K	Hold	9,781	–	–	0.03%	244
2015 Q2	$315K	Hold	9,781	–	–	0.03%	258
2015 Q1	$341K	Hold	9,781	–	–	0.03%	248
2014 Q4	$351K	Sell	9,781 -47	-0.5%	-$1.58K	0.03%	246
2014 Q3	$298K	Buy	9,828 +711	+8%	+$22.2K	0.03%	260
2014 Q2	$294K	Sell	9,117 -185	-2%	-$5.73K	0.02%	264
2014 Q1	$282K	Buy	9,302 +420	+5%	+$12.2K	0.02%	264
2013 Q4	$248K	Buy	8,882 +300	+3%	+$8.47K	0.02%	263
2013 Q3	$237K	Hold	8,582	–	–	0.02%	261
2013 Q2	$243K	Buy	+8,582	New	+$256K	0.02%	251

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

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

BFA

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

BIT

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

FirstMerit Bank N.A. Trustee's XEL Position: Q2 2016 in Review

FirstMerit Bank N.A. Trustee held its Xcel Energy (XEL) position steady in Q2 2016 at 10,116 shares worth $453K. The position accounts for 0.04% of the portfolio, ranked #218.

FirstMerit Bank N.A. Trustee first reported a position in XEL in Q2 2013 and has held it in 13 quarters since. 614 funds tracked by Wall St. Rank hold XEL as of Q2 2016.

FirstMerit Bank N.A. Trustee held 10,116 shares of Xcel Energy worth $453K as of Q2 2016.
FirstMerit Bank N.A. Trustee left its Xcel Energy share count unchanged in Q2 2016.
Xcel Energy made up 0.04% of FirstMerit Bank N.A. Trustee's portfolio in Q2 2016, its #218 holding.
FirstMerit Bank N.A. Trustee first reported a position in Xcel Energy in Q2 2013 and has held it in 13 quarters since.
614 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2016.

Based on FirstMerit Bank N.A. Trustee's 13F filing for Q2 2016, filed 11 Jul 2016.