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New England Securities’s Xcel Energy XEL Stock Holding History

New England Securities’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
-300
Closed -$8K – 1740
2013
Q3 		$8K Hold
300
– – ﹤0.01% 1067
2013
Q2 		$9K Buy
+300
New +$8.96K 0.01% 920

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

New England Securities's XEL Position: Q4 2013 in Review

New England Securities sold out of Xcel Energy (XEL) in Q4 2013, closing a stake of 300 shares — an estimated $8K sold.

New England Securities first reported a position in XEL in Q2 2013 and held it in 2 quarters. The position peaked at $9K in Q2 2013. 493 funds tracked by Wall St. Rank hold XEL as of Q4 2013.

  • New England Securities reported no remaining Xcel Energy position as of Q4 2013 after selling out during the quarter.
  • New England Securities sold 300 Xcel Energy shares in Q4 2013, an estimated $8K.
  • New England Securities first reported a position in Xcel Energy in Q2 2013 and held it in 2 quarters.
  • New England Securities's Xcel Energy position peaked at $9K in Q2 2013.
  • 493 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2013.

Based on New England Securities's 13F filing for Q4 2013, filed 31 Jan 2014.