High Point Bank & Trust’s Xcel Energy XEL Stock Holding History

High Point 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
2016 Q4	$20K	Hold	500	–	–	0.01%	296
2016 Q3	$21K	Hold	500	–	–	0.01%	300
2016 Q2	$22K	Hold	500	–	–	0.01%	284
2016 Q1	$21K	Hold	500	–	–	0.01%	294
2015 Q4	$18K	Sell	500 -343	-41%	-$12.2K	﹤0.01%	298
2015 Q3	$30K	Buy	843 +343	+69%	+$11.7K	0.01%	278
2015 Q2	$16K	Hold	500	–	–	﹤0.01%	310
2015 Q1	$17K	Hold	500	–	–	0.01%	323
2014 Q4	$18K	Hold	500	–	–	0.01%	327
2014 Q3	$15K	Hold	500	–	–	0.01%	324
2014 Q2	$16K	Hold	500	–	–	0.01%	323
2014 Q1	$15K	Hold	500	–	–	﹤0.01%	322
2013 Q4	$14K	Hold	500	–	–	﹤0.01%	327
2013 Q3	$14K	Hold	500	–	–	﹤0.01%	332
2013 Q2	$14K	Buy	+500	New	+$14.9K	﹤0.01%	332

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

BFA

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

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

BIT

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

High Point Bank & Trust's XEL Position: Q4 2016 in Review

High Point Bank & Trust held its Xcel Energy (XEL) position steady in Q4 2016 at 500 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #296.

High Point Bank & Trust first reported a position in XEL in Q2 2013 and has held it in 15 quarters since. The position peaked at $30K in Q3 2015. 628 funds tracked by Wall St. Rank hold XEL as of Q4 2016.

High Point Bank & Trust held 500 shares of Xcel Energy worth $20K as of Q4 2016.
High Point Bank & Trust left its Xcel Energy share count unchanged in Q4 2016.
Xcel Energy made up 0.01% of High Point Bank & Trust's portfolio in Q4 2016, its #296 holding.
High Point Bank & Trust first reported a position in Xcel Energy in Q2 2013 and has held it in 15 quarters since.
High Point Bank & Trust's Xcel Energy position peaked at $30K in Q3 2015.
628 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2016.

Based on High Point Bank & Trust's 13F filing for Q4 2016, filed 28 Feb 2017.