First Manhattan’s Xcel Energy XEL Stock Holding History

First Manhattan’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	–	Sell	-1,700	Closed	-$91.4K	–	1352
2024 Q1	$91.4K	Sell	1,700 -2	-0.1%	-$114	﹤0.01%	783
2023 Q4	$105K	Buy	1,702 +2	+0.1%	+$120	﹤0.01%	749
2023 Q3	$97.3K	Hold	1,700	–	–	﹤0.01%	767
2023 Q2	$106K	Hold	1,700	–	–	﹤0.01%	757
2023 Q1	$115K	Sell	1,700 -989	-37%	-$66.7K	﹤0.01%	778
2022 Q4	$189K	Sell	2,689 -111	-4%	-$7.38K	﹤0.01%	711
2022 Q3	$179K	Sell	2,800 -300	-10%	-$21.8K	﹤0.01%	715
2022 Q2	$219K	Hold	3,100	–	–	﹤0.01%	700
2022 Q1	$223K	Sell	3,100 -14	-0.4%	-$962	﹤0.01%	744
2021 Q4	$210K	Hold	3,114	–	–	﹤0.01%	730
2021 Q3	$194K	Buy	3,114 +14	+0.5%	+$946	﹤0.01%	743
2021 Q2	$204K	Hold	3,100	–	–	﹤0.01%	733
2021 Q1	$206K	Hold	3,100	–	–	﹤0.01%	699
2020 Q4	$206K	Hold	3,100	–	–	﹤0.01%	662
2020 Q3	$213K	Hold	3,100	–	–	﹤0.01%	650
2020 Q2	$193K	Buy	3,100 +1,400	+82%	+$88.2K	﹤0.01%	663
2020 Q1	$102K	Hold	1,700	–	–	﹤0.01%	739
2019 Q4	$107K	Hold	1,700	–	–	﹤0.01%	781
2019 Q3	$110K	Hold	1,700	–	–	﹤0.01%	787
2019 Q2	$101K	Hold	1,700	–	–	﹤0.01%	815
2019 Q1	$95K	Hold	1,700	–	–	﹤0.01%	838
2018 Q4	$83K	Hold	1,700	–	–	﹤0.01%	831
2018 Q3	$80K	Hold	1,700	–	–	﹤0.01%	891
2018 Q2	$77K	Hold	1,700	–	–	﹤0.01%	867
2018 Q1	$77K	Hold	1,700	–	–	﹤0.01%	861
2017 Q4	$81K	Hold	1,700	–	–	﹤0.01%	903
2017 Q3	$80K	Hold	1,700	–	–	﹤0.01%	849
2017 Q2	$77K	Buy	1,700 +300	+21%	+$13.8K	﹤0.01%	853
2017 Q1	$62K	Hold	1,400	–	–	﹤0.01%	902
2016 Q4	$56K	Hold	1,400	–	–	﹤0.01%	902
2016 Q3	$57K	Hold	1,400	–	–	﹤0.01%	898
2016 Q2	$62K	Hold	1,400	–	–	﹤0.01%	911
2016 Q1	$58K	Hold	1,400	–	–	﹤0.01%	900
2015 Q4	$50K	Hold	1,400	–	–	﹤0.01%	942
2015 Q3	$49K	Hold	1,400	–	–	﹤0.01%	945
2015 Q2	$45K	Hold	1,400	–	–	﹤0.01%	988
2015 Q1	$48K	Hold	1,400	–	–	﹤0.01%	989
2014 Q4	$50K	Hold	1,400	–	–	﹤0.01%	982
2014 Q3	$42K	Hold	1,400	–	–	﹤0.01%	996
2014 Q2	$45K	Hold	1,400	–	–	﹤0.01%	981
2014 Q1	$42K	Hold	1,400	–	–	﹤0.01%	986
2013 Q4	$39K	Hold	1,400	–	–	﹤0.01%	985
2013 Q3	$38K	Hold	1,400	–	–	﹤0.01%	979
2013 Q2	$41K	Buy	+1,400	New	+$41.8K	﹤0.01%	965

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Manhattan's XEL Position: Q2 2024 in Review

First Manhattan sold out of Xcel Energy (XEL) in Q2 2024, closing a stake of 1,700 shares — an estimated $91.4K sold.

First Manhattan first reported a position in XEL in Q2 2013 and held it in 44 quarters. The position peaked at $223K in Q1 2022. 971 funds tracked by Wall St. Rank hold XEL as of Q2 2024.

First Manhattan reported no remaining Xcel Energy position as of Q2 2024 after selling out during the quarter.
First Manhattan sold 1,700 Xcel Energy shares in Q2 2024, an estimated $91.4K.
First Manhattan first reported a position in Xcel Energy in Q2 2013 and held it in 44 quarters.
First Manhattan's Xcel Energy position peaked at $223K in Q1 2022.
971 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2024.

Based on First Manhattan's 13F filing for Q2 2024, filed 14 Aug 2024.