Hillsdale Investment Management’s Xcel Energy XEL Stock Holding History

Hillsdale 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
2015 Q4	–	Sell	-4,100	Closed	-$145K	–	602
2015 Q3	$145K	Buy	4,100 +100	+3%	+$3.4K	0.05%	356
2015 Q2	$129K	Buy	4,000 +500	+14%	+$16.8K	0.04%	383
2015 Q1	$122K	Sell	3,500 -300	-8%	-$10.7K	0.03%	380
2014 Q4	$136K	Sell	3,800 -2,500	-40%	-$83.9K	0.04%	356
2014 Q3	$192K	Sell	6,300 -2,000	-24%	-$62.6K	0.06%	312
2014 Q2	$268K	Buy	8,300 +100	+1%	+$3.1K	0.06%	263
2014 Q1	$249K	Buy	8,200 +1,100	+15%	+$32.1K	0.07%	259
2013 Q4	$198K	Buy	7,100 +1,000	+16%	+$28.2K	0.06%	308
2013 Q3	$168K	Sell	6,100 -1,800	-23%	-$51.5K	0.05%	306
2013 Q2	$224K	Buy	+7,900	New	+$236K	0.07%	273

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

Hillsdale Investment Management's XEL Position: Q4 2015 in Review

Hillsdale Investment Management sold out of Xcel Energy (XEL) in Q4 2015, closing a stake of 4,100 shares — an estimated $145K sold.

Hillsdale Investment Management first reported a position in XEL in Q2 2013 and held it in 10 quarters. The position peaked at $268K in Q2 2014. 566 funds tracked by Wall St. Rank hold XEL as of Q4 2015.

Hillsdale Investment Management reported no remaining Xcel Energy position as of Q4 2015 after selling out during the quarter.
Hillsdale Investment Management sold 4,100 Xcel Energy shares in Q4 2015, an estimated $145K.
Hillsdale Investment Management first reported a position in Xcel Energy in Q2 2013 and held it in 10 quarters.
Hillsdale Investment Management's Xcel Energy position peaked at $268K in Q2 2014.
566 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2015.

Based on Hillsdale Investment Management's 13F filing for Q4 2015, filed 4 Feb 2016.