Richard C. Young & Co’s Xcel Energy XEL Stock Holding History

Richard C. Young & Co’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 Q4	–	Sell	-212,399	Closed	-$7.52M	–	82
2015 Q3	$7.52M	Sell	212,399 -73,699	-26%	-$2.51M	1.86%	22
2015 Q2	$9.21M	Sell	286,098 -29,967	-9%	-$1.01M	2.08%	15
2015 Q1	$11M	Sell	316,065 -90	-0%	-$3.22K	2.4%	9
2014 Q4	$11.4M	Buy	316,155 +2,998	+1%	+$101K	2.4%	6
2014 Q3	$9.52M	Buy	313,157 +2,634	+0.8%	+$82.4K	2.04%	14
2014 Q2	$10M	Buy	310,523 +10,423	+3%	+$323K	2.03%	14
2014 Q1	$9.14M	Buy	300,100 +12,574	+4%	+$367K	1.94%	16
2013 Q4	$8.03M	Buy	287,526 +162	+0.1%	+$4.58K	1.74%	24
2013 Q3	$7.93M	Buy	287,364 +5,019	+2%	+$144K	1.8%	22
2013 Q2	$8M	Buy	+282,345	New	+$8.44M	1.99%	21

Other funds holding XEL

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Richard C. Young & Co's XEL Position: Q4 2015 in Review

Richard C. Young & Co sold out of Xcel Energy (XEL) in Q4 2015, closing a stake of 212,399 shares — an estimated $7.52M sold.

Richard C. Young & Co first reported a position in XEL in Q2 2013 and held it in 10 quarters. The position peaked at $11.4M in Q4 2014. 566 funds tracked by Wall St. Rank hold XEL as of Q4 2015.

Richard C. Young & Co reported no remaining Xcel Energy position as of Q4 2015 after selling out during the quarter.
Richard C. Young & Co sold 212,399 Xcel Energy shares in Q4 2015, an estimated $7.52M.
Richard C. Young & Co first reported a position in Xcel Energy in Q2 2013 and held it in 10 quarters.
Richard C. Young & Co's Xcel Energy position peaked at $11.4M in Q4 2014.
566 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2015.

Based on Richard C. Young & Co's 13F filing for Q4 2015, filed 8 Feb 2016.