Guardian Investor Services’s Xcel Energy XEL Stock Holding History

Guardian Investor Services’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
2015 Q1	$122K	Hold	3,498	–	–	0.1%	256
2014 Q4	$126K	Sell	3,498 -86	-2%	-$2.89K	0.1%	247
2014 Q3	$109K	Sell	3,584 -123	-3%	-$3.85K	0.09%	267
2014 Q2	$119K	Sell	3,707 -131	-3%	-$4.06K	0.09%	262
2014 Q1	$117K	Sell	3,838 -145	-4%	-$4.23K	0.09%	269
2013 Q4	$111K	Hold	3,983	–	–	0.08%	289
2013 Q3	$110K	Buy	3,983 +16	+0.4%	+$457	0.09%	269
2013 Q2	$112K	Buy	+3,967	New	+$119K	0.1%	254

Other funds holding XEL

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BFA

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Guardian Investor Services's XEL Position: Q1 2015 in Review

Guardian Investor Services held its Xcel Energy (XEL) position steady in Q1 2015 at 3,498 shares worth $122K. The position accounts for 0.1% of the portfolio, ranked #256.

Guardian Investor Services first reported a position in XEL in Q2 2013 and has held it in 8 quarters since. The position peaked at $126K in Q4 2014. 546 funds tracked by Wall St. Rank hold XEL as of Q1 2015.

Guardian Investor Services held 3,498 shares of Xcel Energy worth $122K as of Q1 2015.
Guardian Investor Services left its Xcel Energy share count unchanged in Q1 2015.
Xcel Energy made up 0.1% of Guardian Investor Services's portfolio in Q1 2015, its #256 holding.
Guardian Investor Services first reported a position in Xcel Energy in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Xcel Energy position peaked at $126K in Q4 2014.
546 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.