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Hoxton Financial’s Xcel Energy XEL Stock Holding History

Hoxton Financial’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
Q1 		$6K Buy
+155
New +$6.04K ﹤0.01% 285
2014
Q1 		– Sell
-155
Closed -$4K – 592
2013
Q4 		$4K Buy
+155
New +$4.38K ﹤0.01% 567

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Hoxton Financial's XEL Position: Q1 2016 in Review

Hoxton Financial opened a new position in Xcel Energy (XEL) in Q1 2016: 155 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #285 among its holdings. This is a return to the name: Hoxton Financial previously reported a position in XEL as recently as Q4 2013.

Hoxton Financial first reported a position in XEL in Q4 2013 and has held it in 2 quarters since. 582 funds tracked by Wall St. Rank hold XEL as of Q1 2016.

  • Hoxton Financial held 155 shares of Xcel Energy worth $6K as of Q1 2016.
  • Xcel Energy was a new Hoxton Financial position in Q1 2016.
  • Xcel Energy made up ﹤0.01% of Hoxton Financial's portfolio in Q1 2016, its #285 holding.
  • Hoxton Financial first reported a position in Xcel Energy in Q4 2013 and has held it in 2 quarters since.
  • 582 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2016.

Based on Hoxton Financial's 13F filing for Q1 2016, filed 29 Apr 2016.