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Folger Nolan Fleming Douglas Capital Management’s Xcel Energy XEL Stock Holding History

Folger Nolan Fleming Douglas 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
2014
Q4 		– Sell
-2,400
Closed -$73K – 184
2014
Q3 		$73K Buy
+2,400
New +$75.1K 0.01% 162

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Franklin Resources San Mateo, California $408B AUM 30.18% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Folger Nolan Fleming Douglas Capital Management's XEL Position: Q4 2014 in Review

Folger Nolan Fleming Douglas Capital Management sold out of Xcel Energy (XEL) in Q4 2014, closing a stake of 2,400 shares — an estimated $73K sold.

Folger Nolan Fleming Douglas Capital Management first reported a position in XEL in Q3 2014 and held it in 1 quarter. The position peaked at $73K in Q3 2014. 539 funds tracked by Wall St. Rank hold XEL as of Q4 2014.

  • Folger Nolan Fleming Douglas Capital Management reported no remaining Xcel Energy position as of Q4 2014 after selling out during the quarter.
  • Folger Nolan Fleming Douglas Capital Management sold 2,400 Xcel Energy shares in Q4 2014, an estimated $73K.
  • Folger Nolan Fleming Douglas Capital Management first reported a position in Xcel Energy in Q3 2014 and held it in 1 quarter.
  • Folger Nolan Fleming Douglas Capital Management's Xcel Energy position peaked at $73K in Q3 2014.
  • 539 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2014.

Based on Folger Nolan Fleming Douglas Capital Management's 13F filing for Q4 2014, filed 10 Feb 2015.