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Lloyds Banking Group’s Xcel Energy XEL Stock Holding History

Lloyds Banking Group’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
Q4 		– Sell
-1,767
Closed -$53K – 412
2014
Q3 		$53K Sell
1,767
-7,688
-81% -$241K 0.01% 412
2014
Q2 		$304K Sell
9,455
-627,300
-99% -$19.4M 0.07% 222
2014
Q1 		$19.3M Sell
636,755
-792
-0.1% -$23.1K 0.17% 161
2013
Q4 		$17.8M Buy
637,547
+25,306
+4% +$715K 0.16% 159
2013
Q3 		$16.9M Sell
612,241
-11,219
-2% -$321K 0.17% 155
2013
Q2 		$17.7M Buy
+623,460
New +$18.6M 0.19% 144

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Lloyds Banking Group's XEL Position: Q4 2014 in Review

Lloyds Banking Group sold out of Xcel Energy (XEL) in Q4 2014, closing a stake of 1,767 shares — an estimated $53K sold.

Lloyds Banking Group first reported a position in XEL in Q2 2013 and held it in 6 quarters. The position peaked at $19.3M in Q1 2014. 539 funds tracked by Wall St. Rank hold XEL as of Q4 2014.

  • Lloyds Banking Group reported no remaining Xcel Energy position as of Q4 2014 after selling out during the quarter.
  • Lloyds Banking Group sold 1,767 Xcel Energy shares in Q4 2014, an estimated $53K.
  • Lloyds Banking Group first reported a position in Xcel Energy in Q2 2013 and held it in 6 quarters.
  • Lloyds Banking Group's Xcel Energy position peaked at $19.3M in Q1 2014.
  • 539 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2014.

Based on Lloyds Banking Group's 13F filing for Q4 2014, filed 12 Feb 2015.