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KMS Financial Services’s Xcel Energy XEL Stock Holding History

KMS Financial 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
2014
Q3 		$508K Buy
16,706
+1,226
+8% +$38.4K 0.07% 259
2014
Q2 		$499K Buy
15,480
+585
+4% +$18.1K 0.07% 271
2014
Q1 		$452K Buy
14,895
+1,120
+8% +$32.7K 0.07% 285
2013
Q4 		$385K Buy
+13,775
New +$389K 0.07% 319

Other funds holding XEL

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KMS Financial Services's XEL Position: Q3 2014 in Review

KMS Financial Services increased its Xcel Energy (XEL) stake by 7.9% in Q3 2014, buying an estimated $38.4K and bringing the position to 16,706 shares worth $508K. The position accounts for 0.07% of the portfolio, ranked #259.

KMS Financial Services first reported a position in XEL in Q4 2013 and has held it in 4 quarters since. 519 funds tracked by Wall St. Rank hold XEL as of Q3 2014.

  • KMS Financial Services held 16,706 shares of Xcel Energy worth $508K as of Q3 2014.
  • KMS Financial Services bought 1,226 Xcel Energy shares in Q3 2014, an estimated $38.4K.
  • Xcel Energy made up 0.07% of KMS Financial Services's portfolio in Q3 2014, its #259 holding.
  • KMS Financial Services first reported a position in Xcel Energy in Q4 2013 and has held it in 4 quarters since.
  • 519 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.