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Stifel Trust’s Xcel Energy XEL Stock Holding History

Stifel Trust’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
Q3 		$96K Hold
3,129
– – 0.02% 226
2014
Q2 		$101K Hold
3,129
– – 0.02% 220
2014
Q1 		$95K Hold
3,129
– – 0.02% 221
2013
Q4 		$88K Sell
3,129
-50
-2% -$1.41K 0.02% 218
2013
Q3 		$88K Hold
3,179
– – 0.02% 216
2013
Q2 		$91K Buy
+3,179
New +$95K 0.02% 214

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Stifel Trust's XEL Position: Q3 2014 in Review

Stifel Trust held its Xcel Energy (XEL) position steady in Q3 2014 at 3,129 shares worth $96K. The position accounts for 0.02% of the portfolio, ranked #226.

Stifel Trust first reported a position in XEL in Q2 2013 and has held it in 6 quarters since. The position peaked at $101K in Q2 2014. 519 funds tracked by Wall St. Rank hold XEL as of Q3 2014.

  • Stifel Trust held 3,129 shares of Xcel Energy worth $96K as of Q3 2014.
  • Stifel Trust left its Xcel Energy share count unchanged in Q3 2014.
  • Xcel Energy made up 0.02% of Stifel Trust's portfolio in Q3 2014, its #226 holding.
  • Stifel Trust first reported a position in Xcel Energy in Q2 2013 and has held it in 6 quarters since.
  • Stifel Trust's Xcel Energy position peaked at $101K in Q2 2014.
  • 519 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.