Northwest Investment Counselors’s Xcel Energy XEL Stock Holding History

Northwest Investment Counselors’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	-75	Closed	-$4.03K	–	508
2024 Q1	$4.03K	Buy	+75	New	+$4.28K	﹤0.01%	446
2023 Q4	–	Sell	-75	Closed	-$4.29K	–	543
2023 Q3	$4.29K	Hold	75	–	–	﹤0.01%	459
2023 Q2	$4.66K	Hold	75	–	–	﹤0.01%	454
2023 Q1	$5.06K	Buy	+75	New	+$5.06K	﹤0.01%	454
2022 Q3	–	Sell	-20	Closed	-$1K	–	575
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	543
2022 Q1	$1K	Sell	20 -47	-70%	-$3.23K	﹤0.01%	604
2021 Q4	$5K	Buy	+67	New	+$4.37K	﹤0.01%	449
2021 Q2	–	Sell	-67	Closed	-$4K	–	450
2021 Q1	$4K	Buy	+67	New	+$4.24K	﹤0.01%	452
2020 Q4	–	Sell	-67	Closed	-$5K	–	440
2020 Q3	$5K	Buy	+67	New	+$4.57K	﹤0.01%	401
2019 Q4	–	Sell	-67	Closed	-$4K	–	504
2019 Q3	$4K	Buy	+67	New	+$4.17K	﹤0.01%	463

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $178B AUM 37.23% 1-Year Est. Return

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

Northwest Investment Counselors's XEL Position: Q2 2024 in Review

Northwest Investment Counselors sold out of Xcel Energy (XEL) in Q2 2024, closing a stake of 75 shares — an estimated $4.03K sold.

Northwest Investment Counselors first reported a position in XEL in Q3 2019 and held it in 10 quarters. The position peaked at $5.06K in Q1 2023. 972 funds tracked by Wall St. Rank hold XEL as of Q2 2024.

Northwest Investment Counselors reported no remaining Xcel Energy position as of Q2 2024 after selling out during the quarter.
Northwest Investment Counselors sold 75 Xcel Energy shares in Q2 2024, an estimated $4.03K.
Northwest Investment Counselors first reported a position in Xcel Energy in Q3 2019 and held it in 10 quarters.
Northwest Investment Counselors's Xcel Energy position peaked at $5.06K in Q1 2023.
972 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2024.

Based on Northwest Investment Counselors's 13F filing for Q2 2024, filed 15 Jul 2024.