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Winton Capital Management’s Xcel Energy XEL Stock Holding History

Winton Capital 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
Q1 		– Sell
-260,581
Closed -$7.28M – 682
2013
Q4 		$7.28M Sell
260,581
-330,718
-56% -$9.34M 0.07% 344
2013
Q3 		$16.3M Sell
591,299
-155,917
-21% -$4.46M 0.2% 201
2013
Q2 		$21.2M Buy
+747,216
New +$22.3M 0.26% 147

Other funds holding XEL

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Winton Capital Management's XEL Position: Q1 2014 in Review

Winton Capital Management sold out of Xcel Energy (XEL) in Q1 2014, closing a stake of 260,581 shares — an estimated $7.28M sold.

Winton Capital Management first reported a position in XEL in Q2 2013 and held it in 3 quarters. The position peaked at $21.2M in Q2 2013. 510 funds tracked by Wall St. Rank hold XEL as of Q1 2014.

  • Winton Capital Management reported no remaining Xcel Energy position as of Q1 2014 after selling out during the quarter.
  • Winton Capital Management sold 260,581 Xcel Energy shares in Q1 2014, an estimated $7.28M.
  • Winton Capital Management first reported a position in Xcel Energy in Q2 2013 and held it in 3 quarters.
  • Winton Capital Management's Xcel Energy position peaked at $21.2M in Q2 2013.
  • 510 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.