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Strategic Capital Group’s Xcel Energy XEL Stock Holding History

Strategic Capital 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
2014
Q2 		– Sell
-560
Closed -$16K – 313
2014
Q1 		$16K Buy
+560
New +$16.3K 0.01% 283
2013
Q4 		– Sell
-880
Closed -$24K – 263
2013
Q3 		$24K Hold
880
– – 0.01% 235
2013
Q2 		$25K Buy
+880
New +$26.3K 0.01% 209

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

Strategic Capital Group's XEL Position: Q2 2014 in Review

Strategic Capital Group sold out of Xcel Energy (XEL) in Q2 2014, closing a stake of 560 shares — an estimated $16K sold.

Strategic Capital Group first reported a position in XEL in Q2 2013 and held it in 3 quarters. The position peaked at $25K in Q2 2013. 504 funds tracked by Wall St. Rank hold XEL as of Q2 2014.

  • Strategic Capital Group reported no remaining Xcel Energy position as of Q2 2014 after selling out during the quarter.
  • Strategic Capital Group sold 560 Xcel Energy shares in Q2 2014, an estimated $16K.
  • Strategic Capital Group first reported a position in Xcel Energy in Q2 2013 and held it in 3 quarters.
  • Strategic Capital Group's Xcel Energy position peaked at $25K in Q2 2013.
  • 504 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.