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TD Securities (USA)’s Xcel Energy XEL Stock Holding History

TD Securities (USA)’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
2016
Q1 		$5K Buy
115
+1
+0.9% +$39 0.05% 214
2015
Q4 		$4K Sell
114
-176
-61% -$6.28K 0.04% 259
2015
Q3 		$10K Sell
290
-205,008
-100% -$6.97M 0.09% 238
2015
Q2 		$6.61M Buy
205,298
+23,529
+13% +$791K 0.09% 263
2015
Q1 		$6.33M Sell
181,769
-10,257
-5% -$367K 0.1% 256
2014
Q4 		$6.9M Buy
192,026
+15,253
+9% +$512K 0.1% 249
2014
Q3 		$5.37M Buy
176,773
+1,294
+0.7% +$40.5K 0.09% 269
2014
Q2 		$5.66M Buy
175,479
+11,961
+7% +$371K 0.09% 261
2014
Q1 		$4.96M Sell
163,518
-12,055
-7% -$351K 0.09% 277
2013
Q4 		$4.91M Buy
175,573
+5,212
+3% +$147K 0.08% 297
2013
Q3 		$4.7M Buy
170,361
+817
+0.5% +$23.4K 0.09% 281
2013
Q2 		$4.8M Buy
+169,544
New +$5.07M 0.1% 261

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TD Securities (USA)'s XEL Position: Q1 2016 in Review

TD Securities (USA) increased its Xcel Energy (XEL) stake by 0.88% in Q1 2016, buying an estimated $39 and bringing the position to 115 shares worth $5K. The position accounts for 0.05% of the portfolio, ranked #214.

TD Securities (USA) first reported a position in XEL in Q2 2013 and has held it in 12 quarters since. The position peaked at $6.9M in Q4 2014. 582 funds tracked by Wall St. Rank hold XEL as of Q1 2016.

  • TD Securities (USA) held 115 shares of Xcel Energy worth $5K as of Q1 2016.
  • TD Securities (USA) bought 1 Xcel Energy share in Q1 2016, an estimated $39.
  • Xcel Energy made up 0.05% of TD Securities (USA)'s portfolio in Q1 2016, its #214 holding.
  • TD Securities (USA) first reported a position in Xcel Energy in Q2 2013 and has held it in 12 quarters since.
  • TD Securities (USA)'s Xcel Energy position peaked at $6.9M in Q4 2014.
  • 582 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2016.

Based on TD Securities (USA)'s 13F filing for Q1 2016, filed 27 Apr 2016.