SCA
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SAC Capital Advisors’s Xcel Energy XEL Stock Holding History

SAC Capital 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
Q2 		– Sell
-12,505
Closed -$380K – 1047
2014
Q1 		$380K Sell
12,505
-8,841
-41% -$258K ﹤0.01% 1302
2013
Q4 		$596K Sell
21,346
-4,047
-16% -$114K ﹤0.01% 1096
2013
Q3 		$701K Sell
25,393
-27,088
-52% -$775K ﹤0.01% 1028
2013
Q2 		$1.49M Buy
+52,481
New +$1.57M 0.01% 825

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
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

SAC Capital Advisors's XEL Position: Q2 2014 in Review

SAC Capital Advisors sold out of Xcel Energy (XEL) in Q2 2014, closing a stake of 12,505 shares — an estimated $380K sold.

SAC Capital Advisors first reported a position in XEL in Q2 2013 and held it in 4 quarters. The position peaked at $1.49M in Q2 2013. 504 funds tracked by Wall St. Rank hold XEL as of Q2 2014.

  • SAC Capital Advisors reported no remaining Xcel Energy position as of Q2 2014 after selling out during the quarter.
  • SAC Capital Advisors sold 12,505 Xcel Energy shares in Q2 2014, an estimated $380K.
  • SAC Capital Advisors first reported a position in Xcel Energy in Q2 2013 and held it in 4 quarters.
  • SAC Capital Advisors's Xcel Energy position peaked at $1.49M in Q2 2013.
  • 504 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2014.

Based on SAC Capital Advisors's 13F filing for Q2 2014.