Longfellow Investment Management’s Xcel Energy XEL Stock Holding History

Longfellow 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
2025 Q1	–	Sell	-6,137	Closed	-$414K	–	316
2024 Q4	$414K	Sell	6,137 -392	-6%	-$26.3K	0.11%	104
2024 Q3	$426K	Buy	6,529 +38	+0.6%	+$2.25K	0.11%	112
2024 Q2	$347K	Buy	6,491 +44	+0.7%	+$2.39K	0.09%	114
2024 Q1	$347K	Buy	6,447 +48	+0.8%	+$2.74K	0.08%	118
2023 Q4	$396K	Hold	6,399	–	–	0.1%	108
2023 Q3	$366K	Buy	+6,399	New	+$385K	0.1%	100
2015 Q4	–	Sell	-2,625	Closed	-$93K	–	39
2015 Q3	$93K	Hold	2,625	–	–	0.03%	36
2015 Q2	$85K	Hold	2,625	–	–	0.03%	36
2015 Q1	$91K	Hold	2,625	–	–	0.03%	33
2014 Q4	$96K	Hold	2,625	–	–	0.02%	40
2014 Q3	$80K	Hold	2,625	–	–	0.02%	52
2014 Q2	$85K	Hold	2,625	–	–	0.02%	51
2014 Q1	$80K	Hold	2,625	–	–	0.01%	54
2013 Q4	$74K	Hold	2,625	–	–	0.01%	68
2013 Q3	$72K	Hold	2,625	–	–	0.01%	67
2013 Q2	$74K	Buy	+2,625	New	+$78.4K	0.01%	66

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

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

Longfellow Investment Management's XEL Position: Q1 2025 in Review

Longfellow Investment Management sold out of Xcel Energy (XEL) in Q1 2025, closing a stake of 6,137 shares — an estimated $414K sold.

Longfellow Investment Management first reported a position in XEL in Q2 2013 and held it in 16 quarters. The position peaked at $426K in Q3 2024. 1,132 funds tracked by Wall St. Rank hold XEL as of Q1 2025.

Longfellow Investment Management reported no remaining Xcel Energy position as of Q1 2025 after selling out during the quarter.
Longfellow Investment Management sold 6,137 Xcel Energy shares in Q1 2025, an estimated $414K.
Longfellow Investment Management first reported a position in Xcel Energy in Q2 2013 and held it in 16 quarters.
Longfellow Investment Management's Xcel Energy position peaked at $426K in Q3 2024.
1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2025.

Based on Longfellow Investment Management's 13F filing for Q1 2025, filed 12 May 2025.