HIM
XEL icon

Hotaling Investment Management’s Xcel Energy XEL Stock Holding History

Hotaling 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
2022
Q4 		$1.38M Buy
19,685
+338
+2% +$22.5K 0.62% 54
2022
Q3 		$1.24M Buy
19,347
+760
+4% +$55.3K 0.59% 57
2022
Q2 		$1.31M Sell
18,587
-8
-0% -$582 0.57% 57
2022
Q1 		$1.34M Buy
18,595
+1,152
+7% +$79.2K 0.52% 63
2021
Q4 		$1.18M Buy
17,443
+2,210
+15% +$144K 0.41% 69
2021
Q3 		$952K Buy
15,233
+1,337
+10% +$90.3K 0.4% 73
2021
Q2 		$915K Sell
13,896
-32
-0.2% -$2.23K 0.37% 74
2021
Q1 		$926K Buy
13,928
+513
+4% +$32.4K 0.42% 71
2020
Q4 		$894K Buy
13,415
+321
+2% +$22.4K 0.42% 69
2020
Q3 		$904K Buy
13,094
+136
+1% +$9.28K 0.49% 60
2020
Q2 		$810K Sell
12,958
-627
-5% -$39.5K 0.47% 65
2020
Q1 		$819K Buy
13,585
+180
+1% +$11.7K 0.61% 57
2019
Q4 		$851K Buy
13,405
+950
+8% +$59.4K 0.49% 67
2019
Q3 		$808K Hold
12,455
– – 0.52% 66
2019
Q2 		$741K Buy
12,455
+50
+0.4% +$2.88K 0.48% 72
2019
Q1 		$697K Buy
+12,405
New +$660K 0.47% 71

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Hotaling Investment Management's XEL Position: Q4 2022 in Review

Hotaling Investment Management increased its Xcel Energy (XEL) stake by 1.7% in Q4 2022, buying an estimated $22.5K and bringing the position to 19,685 shares worth $1.38M. The position accounts for 0.62% of the portfolio, ranked #54.

Hotaling Investment Management first reported a position in XEL in Q1 2019 and has held it in 16 quarters since. 983 funds tracked by Wall St. Rank hold XEL as of Q4 2022.

  • Hotaling Investment Management held 19,685 shares of Xcel Energy worth $1.38M as of Q4 2022.
  • Hotaling Investment Management bought 338 Xcel Energy shares in Q4 2022, an estimated $22.5K.
  • Xcel Energy made up 0.62% of Hotaling Investment Management's portfolio in Q4 2022, its #54 holding.
  • Hotaling Investment Management first reported a position in Xcel Energy in Q1 2019 and has held it in 16 quarters since.
  • 983 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.