Vector Wealth Management’s Xcel Energy XEL Stock Holding History

Vector Wealth Management’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 Q4	$401K	Buy	9,851 +2,819	+40%	+$113K	0.28%	49
2016 Q3	$289K	Hold	7,032	–	–	0.2%	64
2016 Q2	$314K	Sell	7,032 -1	-0%	-$41	0.21%	57
2016 Q1	$294K	Sell	7,033 -956	-12%	-$37.3K	0.22%	60
2015 Q4	$287K	Hold	7,989	–	–	0.22%	61
2015 Q3	$285K	Buy	7,989 +139	+2%	+$4.73K	0.22%	60
2015 Q2	$252K	Sell	7,850 -45	-0.6%	-$1.51K	0.2%	62
2015 Q1	$274K	Buy	7,895 +2	+0%	+$72	0.22%	57
2014 Q4	$284K	Buy	7,893 +127	+2%	+$4.26K	0.21%	52
2014 Q3	$236K	Buy	7,766 +2	+0%	+$63	0.17%	50
2014 Q2	$250K	Sell	7,764 -207	-3%	-$6.42K	0.18%	47
2014 Q1	$242K	Sell	7,971 -4,344	-35%	-$127K	0.18%	43
2013 Q4	$344K	Sell	12,315 -2,959	-19%	-$83.6K	0.24%	32
2013 Q3	$422K	Buy	15,274 +388	+3%	+$11.1K	0.31%	31
2013 Q2	$422K	Buy	+14,886	New	+$445K	0.31%	31

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vector Wealth Management's XEL Position: Q4 2016 in Review

Vector Wealth Management increased its Xcel Energy (XEL) stake by 40% in Q4 2016, buying an estimated $113K and bringing the position to 9,851 shares worth $401K. The position accounts for 0.28% of the portfolio, ranked #49.

Vector Wealth Management first reported a position in XEL in Q2 2013 and has held it in 15 quarters since. The position peaked at $422K in Q3 2013. 628 funds tracked by Wall St. Rank hold XEL as of Q4 2016.

Vector Wealth Management held 9,851 shares of Xcel Energy worth $401K as of Q4 2016.
Vector Wealth Management bought 2,819 Xcel Energy shares in Q4 2016, an estimated $113K.
Xcel Energy made up 0.28% of Vector Wealth Management's portfolio in Q4 2016, its #49 holding.
Vector Wealth Management first reported a position in Xcel Energy in Q2 2013 and has held it in 15 quarters since.
Vector Wealth Management's Xcel Energy position peaked at $422K in Q3 2013.
628 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2016.

Based on Vector Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.