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Friedberg Investment Management’s Xcel Energy XEL Stock Holding History

Friedberg Investment 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
2013
Q4 		– Sell
-66,570
Closed -$1.84M – 99
2013
Q3 		$1.84M Sell
66,570
-3,200
-5% -$91.5K 0.8% 50
2013
Q2 		$1.98M Buy
+69,770
New +$2.08M 0.89% 48

Other funds holding XEL

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Friedberg Investment Management's XEL Position: Q4 2013 in Review

Friedberg Investment Management sold out of Xcel Energy (XEL) in Q4 2013, closing a stake of 66,570 shares — an estimated $1.84M sold.

Friedberg Investment Management first reported a position in XEL in Q2 2013 and held it in 2 quarters. The position peaked at $1.98M in Q2 2013. 493 funds tracked by Wall St. Rank hold XEL as of Q4 2013.

  • Friedberg Investment Management reported no remaining Xcel Energy position as of Q4 2013 after selling out during the quarter.
  • Friedberg Investment Management sold 66,570 Xcel Energy shares in Q4 2013, an estimated $1.84M.
  • Friedberg Investment Management first reported a position in Xcel Energy in Q2 2013 and held it in 2 quarters.
  • Friedberg Investment Management's Xcel Energy position peaked at $1.98M in Q2 2013.
  • 493 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2013.

Based on Friedberg Investment Management's 13F filing for Q4 2013, filed 29 Jan 2014.