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Stifel Nicolaus & Co’s Xcel Energy XEL Stock Holding History

Stifel Nicolaus & 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
2013
Q3 		$327K Sell
11,833
-1,963
-14% -$56.1K 0.01% 1100
2013
Q2 		$391K Buy
+13,796
New +$412K 0.01% 958

Other funds holding XEL

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Stifel Nicolaus & Co's XEL Position: Q3 2013 in Review

Stifel Nicolaus & Co reduced its Xcel Energy (XEL) stake by 14% in Q3 2013, selling an estimated $56.1K and leaving 11,833 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #1100.

Stifel Nicolaus & Co first reported a position in XEL in Q2 2013 and has held it in 2 quarters since. The position peaked at $391K in Q2 2013. 474 funds tracked by Wall St. Rank hold XEL as of Q3 2013.

  • Stifel Nicolaus & Co held 11,833 shares of Xcel Energy worth $327K as of Q3 2013.
  • Stifel Nicolaus & Co sold 1,963 Xcel Energy shares in Q3 2013, an estimated $56.1K.
  • Xcel Energy made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #1100 holding.
  • Stifel Nicolaus & Co first reported a position in Xcel Energy in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's Xcel Energy position peaked at $391K in Q2 2013.
  • 474 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.