Mariner Wealth Advisors (NYC)’s Xcel Energy XEL Stock Holding History

Mariner Wealth Advisors (NYC)’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
2015 Q1	$9K	Buy	+270	New	+$9.65K	﹤0.01%	400

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s XEL Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in Xcel Energy (XEL) in Q1 2015: 270 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #400 among its holdings.

546 funds tracked by Wall St. Rank hold XEL as of Q1 2015.

Mariner Wealth Advisors (NYC) held 270 shares of Xcel Energy worth $9K as of Q1 2015.
Xcel Energy was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
Xcel Energy made up ﹤0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #400 holding.
546 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.