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LVM Capital Management’s Xcel Energy XEL Stock Holding History

LVM Capital 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
2013
Q4 		– Sell
-9,066
Closed -$250K – 119
2013
Q3 		$250K Hold
9,066
– – 0.09% 93
2013
Q2 		$257K Buy
+9,066
New +$271K 0.1% 95

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

LVM Capital Management's XEL Position: Q4 2013 in Review

LVM Capital Management sold out of Xcel Energy (XEL) in Q4 2013, closing a stake of 9,066 shares — an estimated $250K sold.

LVM Capital Management first reported a position in XEL in Q2 2013 and held it in 2 quarters. The position peaked at $257K in Q2 2013. 493 funds tracked by Wall St. Rank hold XEL as of Q4 2013.

  • LVM Capital Management reported no remaining Xcel Energy position as of Q4 2013 after selling out during the quarter.
  • LVM Capital Management sold 9,066 Xcel Energy shares in Q4 2013, an estimated $250K.
  • LVM Capital Management first reported a position in Xcel Energy in Q2 2013 and held it in 2 quarters.
  • LVM Capital Management's Xcel Energy position peaked at $257K in Q2 2013.
  • 493 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2013.

Based on LVM Capital Management's 13F filing for Q4 2013, filed 21 Jan 2014.