Merit Investment Management’s Xcel Energy XEL Stock Holding History

Merit Investment 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	$5.01M	Buy	+179,340	New	+$5.07M	5.73%	8

Other funds holding XEL

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Merit Investment Management's XEL Position: Q4 2013 in Review

Merit Investment Management opened a new position in Xcel Energy (XEL) in Q4 2013: 179,340 shares worth $5.01M. The stake represents 5.73% of the portfolio and ranks #8 among its holdings.

493 funds tracked by Wall St. Rank hold XEL as of Q4 2013.

Merit Investment Management held 179,340 shares of Xcel Energy worth $5.01M as of Q4 2013.
Xcel Energy was a new Merit Investment Management position in Q4 2013.
Xcel Energy made up 5.73% of Merit Investment Management's portfolio in Q4 2013, its #8 holding.
493 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2013.

Based on Merit Investment Management's 13F filing for Q4 2013, filed 11 Feb 2014.