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Wilmington Funds Management’s Xcel Energy XEL Stock Holding History

Wilmington Funds 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
2014
Q2 		$250K Sell
7,770
-4,000
-34% -$124K 0.03% 598
2014
Q1 		$357K Hold
11,770
– – 0.04% 460
2013
Q4 		$329K Hold
11,770
– – 0.03% 530
2013
Q3 		$325K Hold
11,770
– – 0.03% 534
2013
Q2 		$334K Buy
+11,770
New +$352K 0.03% 496

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

Wilmington Funds Management's XEL Position: Q2 2014 in Review

Wilmington Funds Management reduced its Xcel Energy (XEL) stake by 34% in Q2 2014, selling an estimated $124K and leaving 7,770 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #598.

Wilmington Funds Management first reported a position in XEL in Q2 2013 and has held it in 5 quarters since. The position peaked at $357K in Q1 2014. 504 funds tracked by Wall St. Rank hold XEL as of Q2 2014.

  • Wilmington Funds Management held 7,770 shares of Xcel Energy worth $250K as of Q2 2014.
  • Wilmington Funds Management sold 4,000 Xcel Energy shares in Q2 2014, an estimated $124K.
  • Xcel Energy made up 0.03% of Wilmington Funds Management's portfolio in Q2 2014, its #598 holding.
  • Wilmington Funds Management first reported a position in Xcel Energy in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Funds Management's Xcel Energy position peaked at $357K in Q1 2014.
  • 504 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2014.

Based on Wilmington Funds Management's 13F filing for Q2 2014, filed 13 Aug 2014.