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Regal Investment Advisors’s Xcel Energy XEL Stock Holding History

Regal Investment Advisors’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
-300
Closed -$9K – 1012
2014
Q3 		$9K Hold
300
– – ﹤0.01% 722
2014
Q2 		$10K Hold
300
– – ﹤0.01% 671
2014
Q1 		$9K Sell
300
-259
-46% -$7.55K ﹤0.01% 662
2013
Q4 		$16K Buy
559
+523
+1,453% +$14.8K 0.01% 513
2013
Q3 		$1K Hold
36
– – ﹤0.01% 846
2013
Q2 		$1K Buy
+36
New +$1.08K ﹤0.01% 862

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

Regal Investment Advisors's XEL Position: Q4 2014 in Review

Regal Investment Advisors sold out of Xcel Energy (XEL) in Q4 2014, closing a stake of 300 shares — an estimated $9K sold.

Regal Investment Advisors first reported a position in XEL in Q2 2013 and held it in 6 quarters. The position peaked at $16K in Q4 2013. 539 funds tracked by Wall St. Rank hold XEL as of Q4 2014.

  • Regal Investment Advisors reported no remaining Xcel Energy position as of Q4 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 300 Xcel Energy shares in Q4 2014, an estimated $9K.
  • Regal Investment Advisors first reported a position in Xcel Energy in Q2 2013 and held it in 6 quarters.
  • Regal Investment Advisors's Xcel Energy position peaked at $16K in Q4 2013.
  • 539 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2014.

Based on Regal Investment Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.