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Hudson Valley Investment Advisors’s Xcel Energy XEL Stock Holding History

Hudson Valley 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
2023
Q2 		– Sell
-6,308
Closed -$442K – 212
2023
Q1 		$442K Hold
6,308
– – 0.06% 153
2022
Q4 		$442K Buy
6,308
+41
+0.7% +$2.73K 0.07% 154
2022
Q3 		$401K Sell
6,267
-365
-6% -$26.6K 0.06% 159
2022
Q2 		$469K Buy
6,632
+586
+10% +$42.6K 0.07% 148
2022
Q1 		$436K Sell
6,046
-1,819
-23% -$125K 0.06% 159
2021
Q4 		$532K Buy
7,865
+1,777
+29% +$116K 0.08% 127
2021
Q3 		$380K Buy
+6,088
New +$411K 0.07% 139

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
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

Hudson Valley Investment Advisors's XEL Position: Q2 2023 in Review

Hudson Valley Investment Advisors sold out of Xcel Energy (XEL) in Q2 2023, closing a stake of 6,308 shares — an estimated $442K sold.

Hudson Valley Investment Advisors first reported a position in XEL in Q3 2021 and held it in 7 quarters. The position peaked at $532K in Q4 2021. 961 funds tracked by Wall St. Rank hold XEL as of Q2 2023.

  • Hudson Valley Investment Advisors reported no remaining Xcel Energy position as of Q2 2023 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 6,308 Xcel Energy shares in Q2 2023, an estimated $442K.
  • Hudson Valley Investment Advisors first reported a position in Xcel Energy in Q3 2021 and held it in 7 quarters.
  • Hudson Valley Investment Advisors's Xcel Energy position peaked at $532K in Q4 2021.
  • 961 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2023.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.