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Founders Bank & Trust’s Xcel Energy XEL Stock Holding History

Founders Bank & Trust’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 		$463K Sell
12,899
-94
-0.7% -$3.16K 0.24% 65
2014
Q3 		$395K Buy
12,993
+175
+1% +$5.47K 0.22% 67
2014
Q2 		$413K Buy
12,818
+238
+2% +$7.38K 0.23% 64
2014
Q1 		$382K Buy
12,580
+1,328
+12% +$38.7K 0.22% 68
2013
Q4 		$318K Buy
+11,252
New +$318K 0.18% 71

Other funds holding XEL

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

Founders Bank & Trust's XEL Position: Q4 2014 in Review

Founders Bank & Trust reduced its Xcel Energy (XEL) stake by 0.72% in Q4 2014, selling an estimated $3.16K and leaving 12,899 shares worth $463K. The position accounts for 0.24% of the portfolio, ranked #65.

Founders Bank & Trust first reported a position in XEL in Q4 2013 and has held it in 5 quarters since. 539 funds tracked by Wall St. Rank hold XEL as of Q4 2014.

  • Founders Bank & Trust held 12,899 shares of Xcel Energy worth $463K as of Q4 2014.
  • Founders Bank & Trust sold 94 Xcel Energy shares in Q4 2014, an estimated $3.16K.
  • Xcel Energy made up 0.24% of Founders Bank & Trust's portfolio in Q4 2014, its #65 holding.
  • Founders Bank & Trust first reported a position in Xcel Energy in Q4 2013 and has held it in 5 quarters since.
  • 539 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.