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O'Brien Greene & Co’s Xcel Energy XEL Stock Holding History

O'Brien Greene & Co’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
Q1 		– Sell
-6,878
Closed -$426K – 133
2023
Q4 		$426K Hold
6,878
– – 0.15% 89
2023
Q3 		$394K Sell
6,878
-2,685
-28% -$161K 0.14% 88
2023
Q2 		$595K Hold
9,563
– – 0.21% 72
2023
Q1 		$645K Hold
9,563
– – 0.24% 67
2022
Q4 		$670K Sell
9,563
-24,309
-72% -$1.62M 0.25% 61
2022
Q3 		$2.17M Buy
33,872
+23,059
+213% +$1.68M 0.29% 57
2022
Q2 		$765K Hold
10,813
– – 0.29% 56
2022
Q1 		$780K Buy
10,813
+250
+2% +$17.2K 0.26% 64
2021
Q4 		$715K Buy
10,563
+38
+0.4% +$2.48K 0.23% 72
2021
Q3 		$658K Hold
10,525
– – 0.24% 72
2021
Q2 		$693K Sell
10,525
-40
-0.4% -$2.78K 0.25% 73
2021
Q1 		$703K Hold
10,565
– – 0.28% 69
2020
Q4 		$704K Hold
10,565
– – 0.29% 67
2020
Q3 		$729K Sell
10,565
-140
-1% -$9.55K 0.35% 58
2020
Q2 		$669K Sell
10,705
-450
-4% -$28.4K 0.35% 60
2020
Q1 		$673K Sell
11,155
-340
-3% -$22.2K 0.45% 53
2019
Q4 		$730K Sell
11,495
-350
-3% -$21.9K 0.37% 62
2019
Q3 		$769K Sell
11,845
-340
-3% -$21.2K 0.41% 57
2019
Q2 		$725K Sell
12,185
-1,712
-12% -$98.4K 0.38% 64
2019
Q1 		$781K Sell
13,897
-4,200
-23% -$223K 0.39% 58
2018
Q4 		$892K Buy
+18,097
New +$908K 0.53% 49

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

O'Brien Greene & Co's XEL Position: Q1 2024 in Review

O'Brien Greene & Co sold out of Xcel Energy (XEL) in Q1 2024, closing a stake of 6,878 shares — an estimated $426K sold.

O'Brien Greene & Co first reported a position in XEL in Q4 2018 and held it in 21 quarters. The position peaked at $2.17M in Q3 2022. 980 funds tracked by Wall St. Rank hold XEL as of Q1 2024.

  • O'Brien Greene & Co reported no remaining Xcel Energy position as of Q1 2024 after selling out during the quarter.
  • O'Brien Greene & Co sold 6,878 Xcel Energy shares in Q1 2024, an estimated $426K.
  • O'Brien Greene & Co first reported a position in Xcel Energy in Q4 2018 and held it in 21 quarters.
  • O'Brien Greene & Co's Xcel Energy position peaked at $2.17M in Q3 2022.
  • 980 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2024.

Based on O'Brien Greene & Co's 13F filing for Q1 2024, filed 2 May 2024.