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Maple Securities USA’s Xcel Energy XEL Stock Holding History

Maple Securities USA’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
-45,349
Closed -$1.38M – 268
2014
Q3 		$1.38M Buy
+45,349
New +$1.42M 0.15% 29
2014
Q2 		– Sell
-42,183
Closed -$1.28M – 296
2014
Q1 		$1.28M Buy
42,183
+31,087
+280% +$906K 0.11% 41
2013
Q4 		$310K Buy
11,096
+1,709
+18% +$48.3K 0.02% 252
2013
Q3 		$259K Sell
9,387
-158,676
-94% -$4.54M 0.02% 347
2013
Q2 		$4.76M Buy
+168,063
New +$5.02M 0.44% 44

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

Maple Securities USA's XEL Position: Q4 2014 in Review

Maple Securities USA sold out of Xcel Energy (XEL) in Q4 2014, closing a stake of 45,349 shares — an estimated $1.38M sold.

Maple Securities USA first reported a position in XEL in Q2 2013 and held it in 5 quarters. The position peaked at $4.76M in Q2 2013. 539 funds tracked by Wall St. Rank hold XEL as of Q4 2014.

  • Maple Securities USA reported no remaining Xcel Energy position as of Q4 2014 after selling out during the quarter.
  • Maple Securities USA sold 45,349 Xcel Energy shares in Q4 2014, an estimated $1.38M.
  • Maple Securities USA first reported a position in Xcel Energy in Q2 2013 and held it in 5 quarters.
  • Maple Securities USA's Xcel Energy position peaked at $4.76M in Q2 2013.
  • 539 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2014.

Based on Maple Securities USA's 13F filing for Q4 2014, filed 11 Feb 2015.