Baldwin Investment Management’s Xcel Energy XEL Stock Holding History

Baldwin Investment 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
2023 Q1	–	Sell	-2,885	Closed	-$202K	–	206
2022 Q4	$202K	Buy	+2,885	New	+$192K	0.04%	193
2022 Q3	–	Sell	-2,900	Closed	-$205	–	219
2022 Q2	$205	Sell	2,900 -35	-1%	-$2.55K	0.04%	213
2022 Q1	$212	Sell	2,935 -165	-5%	-$11.3K	0.03%	236
2021 Q4	$210	Sell	3,100 -200	-6%	-$13K	0.03%	242
2021 Q3	$206K	Sell	3,300 -75	-2%	-$5.07K	0.04%	242
2021 Q2	$222K	Hold	3,375	–	–	0.04%	235
2021 Q1	$224K	Hold	3,375	–	–	0.04%	228
2020 Q4	$225K	Hold	3,375	–	–	0.04%	218
2020 Q3	$233K	Buy	+3,375	New	+$230K	0.05%	188

Other funds holding XEL

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

BlackRock New York $5.72T AUM 30.48% 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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baldwin Investment Management's XEL Position: Q1 2023 in Review

Baldwin Investment Management sold out of Xcel Energy (XEL) in Q1 2023, closing a stake of 2,885 shares — an estimated $202K sold.

Baldwin Investment Management first reported a position in XEL in Q3 2020 and held it in 9 quarters. The position peaked at $233K in Q3 2020. 969 funds tracked by Wall St. Rank hold XEL as of Q1 2023.

Baldwin Investment Management reported no remaining Xcel Energy position as of Q1 2023 after selling out during the quarter.
Baldwin Investment Management sold 2,885 Xcel Energy shares in Q1 2023, an estimated $202K.
Baldwin Investment Management first reported a position in Xcel Energy in Q3 2020 and held it in 9 quarters.
Baldwin Investment Management's Xcel Energy position peaked at $233K in Q3 2020.
969 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2023.

Based on Baldwin Investment Management's 13F filing for Q1 2023, filed 15 May 2023.