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Sterne Agee Group’s Xcel Energy XEL Stock Holding History

Sterne Agee Group’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
Q1 		– Sell
-11,357
Closed -$408K – 337
2014
Q4 		$408K Buy
11,357
+1,131
+11% +$38K 0.06% 269
2014
Q3 		$310K Buy
+10,226
New +$320K 0.05% 271

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Sterne Agee Group's XEL Position: Q1 2015 in Review

Sterne Agee Group sold out of Xcel Energy (XEL) in Q1 2015, closing a stake of 11,357 shares — an estimated $408K sold.

Sterne Agee Group first reported a position in XEL in Q3 2014 and held it in 2 quarters. The position peaked at $408K in Q4 2014. 546 funds tracked by Wall St. Rank hold XEL as of Q1 2015.

  • Sterne Agee Group reported no remaining Xcel Energy position as of Q1 2015 after selling out during the quarter.
  • Sterne Agee Group sold 11,357 Xcel Energy shares in Q1 2015, an estimated $408K.
  • Sterne Agee Group first reported a position in Xcel Energy in Q3 2014 and held it in 2 quarters.
  • Sterne Agee Group's Xcel Energy position peaked at $408K in Q4 2014.
  • 546 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2015.

Based on Sterne Agee Group's 13F filing for Q1 2015, filed 13 May 2015.