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Bigelow Investment Advisors’s Xcel Energy XEL Stock Holding History

Bigelow Investment Advisors’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
2024
Q1 		– Sell
-7,801
Closed -$483K – 158
2023
Q4 		$483K Sell
7,801
-734
-9% -$44K 0.26% 99
2023
Q3 		$488K Sell
8,535
-80
-0.9% -$4.81K 0.28% 94
2023
Q2 		$536K Buy
8,615
+108
+1% +$7.21K 0.29% 91
2023
Q1 		$574K Sell
8,507
-1
-0% -$67 0.33% 89
2022
Q4 		$596K Sell
8,508
-270
-3% -$18K 0.35% 88
2022
Q3 		$562K Buy
8,778
+90
+1% +$6.55K 0.34% 85
2022
Q2 		$615K Buy
8,688
+993
+13% +$72.2K 0.34% 84
2022
Q1 		$555K Buy
7,695
+49
+0.6% +$3.37K 0.26% 93
2021
Q4 		$518K Sell
7,646
-185
-2% -$12.1K 0.24% 94
2021
Q3 		$489K Sell
7,831
-1,498
-16% -$101K 0.24% 92
2021
Q2 		$615K Hold
9,329
– – 0.3% 87
2021
Q1 		$620K Buy
9,329
+773
+9% +$48.9K 0.31% 86
2020
Q4 		$570K Buy
8,556
+135
+2% +$9.41K 0.3% 83
2020
Q3 		$581K Sell
8,421
-630
-7% -$43K 0.34% 73
2020
Q2 		$566K Sell
9,051
-293
-3% -$18.5K 0.37% 71
2020
Q1 		$563K Buy
9,344
+79
+0.9% +$5.15K 0.42% 64
2019
Q4 		$588K Buy
9,265
+48
+0.5% +$3K 0.34% 82
2019
Q3 		$598K Sell
9,217
-88
-0.9% -$5.48K 0.38% 78
2019
Q2 		$554K Sell
9,305
-600
-6% -$34.5K 0.37% 78
2019
Q1 		$557K Sell
9,905
-3,728
-27% -$198K 0.39% 77
2018
Q4 		$672K Sell
13,633
-155
-1% -$7.77K 0.5% 58
2018
Q3 		$651K Sell
13,788
-900
-6% -$42.5K 0.44% 66
2018
Q2 		$671K Hold
14,688
– – 0.46% 66
2018
Q1 		$668K Buy
+14,688
New +$655K 0.45% 65

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bigelow Investment Advisors's XEL Position: Q1 2024 in Review

Bigelow Investment Advisors sold out of Xcel Energy (XEL) in Q1 2024, closing a stake of 7,801 shares — an estimated $483K sold.

Bigelow Investment Advisors first reported a position in XEL in Q1 2018 and held it in 24 quarters. The position peaked at $672K in Q4 2018. 981 funds tracked by Wall St. Rank hold XEL as of Q1 2024.

  • Bigelow Investment Advisors reported no remaining Xcel Energy position as of Q1 2024 after selling out during the quarter.
  • Bigelow Investment Advisors sold 7,801 Xcel Energy shares in Q1 2024, an estimated $483K.
  • Bigelow Investment Advisors first reported a position in Xcel Energy in Q1 2018 and held it in 24 quarters.
  • Bigelow Investment Advisors's Xcel Energy position peaked at $672K in Q4 2018.
  • 981 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2024.

Based on Bigelow Investment Advisors's 13F filing for Q1 2024, filed 8 May 2024.