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Buckingham Strategic Wealth’s Xcel Energy XEL Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$1.14M Buy
21,354
+2,556
+14% +$139K 0.01% 315
2024
Q1 		$1.01M Buy
18,798
+388
+2% +$22.2K 0.01% 332
2023
Q4 		$1.14M Buy
18,410
+3,485
+23% +$209K 0.01% 309
2023
Q3 		$854K Buy
14,925
+231
+2% +$13.9K 0.01% 316
2023
Q2 		$914K Sell
14,694
-80
-0.5% -$5.34K 0.01% 312
2023
Q1 		$1.04M Hold
14,774
– – 0.02% 262
2022
Q4 		$1.04M Buy
14,774
+709
+5% +$47.2K 0.02% 263
2022
Q3 		$900K Buy
14,065
+5,679
+68% +$413K 0.02% 270
2022
Q2 		$593K Buy
8,386
+69
+0.8% +$5.02K 0.01% 336
2022
Q1 		$600K Buy
8,317
+231
+3% +$15.9K 0.01% 336
2021
Q4 		$547K Sell
8,086
-155
-2% -$10.1K 0.01% 350
2021
Q3 		$515K Buy
8,241
+138
+2% +$9.32K 0.01% 351
2021
Q2 		$534K Sell
8,103
-2,325
-22% -$162K 0.01% 335
2021
Q1 		$694K Buy
10,428
+2,209
+27% +$140K 0.03% 274
2020
Q4 		$548K Buy
8,219
+1,306
+19% +$91K 0.03% 303
2020
Q3 		$477K Buy
6,913
+1,016
+17% +$69.3K 0.04% 264
2020
Q2 		$369K Sell
5,897
-6,278
-52% -$396K 0.04% 274
2020
Q1 		$734K Buy
12,175
+5,098
+72% +$332K 0.07% 206
2019
Q4 		$449K Buy
7,077
+15
+0.2% +$938 0.04% 264
2019
Q3 		$458K Sell
7,062
-1,123
-14% -$70K 0.05% 248
2019
Q2 		$487K Buy
8,185
+530
+7% +$30.5K 0.05% 248
2019
Q1 		$430K Buy
7,655
+744
+11% +$39.6K 0.05% 251
2018
Q4 		$341K Sell
6,911
-1,361
-16% -$68.3K 0.05% 246
2018
Q3 		$391K Buy
8,272
+3,476
+72% +$164K 0.06% 231
2018
Q2 		$219K Buy
+4,796
New +$215K 0.04% 327
2018
Q1 		– Sell
-5,895
Closed -$284K – 349
2017
Q4 		$284K Buy
5,895
+216
+4% +$10.7K 0.06% 246
2017
Q3 		$269K Buy
5,679
+17
+0.3% +$816 0.06% 238
2017
Q2 		$260K Buy
5,662
+28
+0.5% +$1.29K 0.06% 236
2017
Q1 		$250K Buy
+5,634
New +$239K 0.07% 209

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Buckingham Strategic Wealth's XEL Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Xcel Energy (XEL) stake by 14% in Q2 2024, buying an estimated $139K and bringing the position to 21,354 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #315.

Buckingham Strategic Wealth first reported a position in XEL in Q1 2017 and has held it in 29 quarters since. 971 funds tracked by Wall St. Rank hold XEL as of Q2 2024.

  • Buckingham Strategic Wealth held 21,354 shares of Xcel Energy worth $1.14M as of Q2 2024.
  • Buckingham Strategic Wealth bought 2,556 Xcel Energy shares in Q2 2024, an estimated $139K.
  • Xcel Energy made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #315 holding.
  • Buckingham Strategic Wealth first reported a position in Xcel Energy in Q1 2017 and has held it in 29 quarters since.
  • 971 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.