Sadoff Investment Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.83M | Sell |
59,362
-300
| -0.5% | -$21.8K | 0.3% | 42 |
|
|
2022
Q2 | $4.25M | Sell |
59,662
-350
| -0.6% | -$25.5K | 0.32% | 42 |
|
|
2022
Q1 | $4.33M | Hold |
60,012
| – | – | 0.28% | 42 |
|
|
2021
Q4 | $4.06M | Sell |
60,012
-2,000
| -3% | -$130K | 0.24% | 40 |
|
|
2021
Q3 | $3.88M | Sell |
62,012
-6,000
| -9% | -$405K | 0.26% | 40 |
|
|
2021
Q2 | $4.48M | Sell |
68,012
-4,100
| -6% | -$285K | 0.3% | 38 |
|
|
2021
Q1 | $4.8M | Buy |
72,112
+125
| +0.2% | +$7.9K | 0.34% | 39 |
|
|
2020
Q4 | $4.8M | Sell |
71,987
-1,150
| -2% | -$80.1K | 0.38% | 39 |
|
|
2020
Q3 | $5.05M | Sell |
73,137
-1,450
| -2% | -$98.9K | 0.45% | 37 |
|
|
2020
Q2 | $4.66M | Sell |
74,587
-300
| -0.4% | -$18.9K | 0.42% | 38 |
|
|
2020
Q1 | $4.52M | Sell |
74,887
-2,400
| -3% | -$156K | 0.51% | 35 |
|
|
2019
Q4 | $4.91M | Sell |
77,287
-550
| -0.7% | -$34.4K | 0.39% | 39 |
|
|
2019
Q3 | $5.05M | Hold |
77,837
| – | – | 0.42% | 37 |
|
|
2019
Q2 | $4.63M | Hold |
77,837
| – | – | 0.38% | 37 |
|
|
2019
Q1 | $4.38M | Sell |
77,837
-1,650
| -2% | -$87.8K | 0.38% | 37 |
|
|
2018
Q4 | $3.92M | Hold |
79,487
| – | – | 0.38% | 37 |
|
|
2018
Q3 | $3.75M | Sell |
79,487
-600
| -0.7% | -$28.3K | 0.32% | 39 |
|
|
2018
Q2 | $3.66M | Sell |
80,087
-1,700
| -2% | -$76.1K | 0.32% | 41 |
|
|
2018
Q1 | $3.72M | Hold |
81,787
| – | – | 0.31% | 40 |
|
|
2017
Q4 | $3.94M | Sell |
81,787
-1,750
| -2% | -$86.8K | 0.32% | 41 |
|
|
2017
Q3 | $3.95M | Sell |
83,537
-750
| -0.9% | -$36K | 0.35% | 41 |
|
|
2017
Q2 | $3.87M | Buy |
84,287
+300
| +0.4% | +$13.8K | 0.37% | 39 |
|
|
2017
Q1 | $3.73M | Sell |
83,987
-350
| -0.4% | -$14.8K | 0.36% | 40 |
|
|
2016
Q4 | $3.43M | Sell |
84,337
-1,300
| -2% | -$52K | 0.35% | 41 |
|
|
2016
Q3 | $3.52M | Hold |
85,637
| – | – | 0.39% | 40 |
|
|
2016
Q2 | $3.83M | Sell |
85,637
-750
| -0.9% | -$31K | 0.46% | 39 |
|
|
2016
Q1 | $3.61M | Sell |
86,387
-100
| -0.1% | -$3.9K | 0.44% | 40 |
|
|
2015
Q4 | $3.11M | Buy |
86,487
+39
| +0% | +$1.39K | 0.36% | 42 |
|
|
2015
Q3 | $3.06M | Hold |
86,448
| – | – | 0.4% | 39 |
|
|
2015
Q2 | $2.78M | Hold |
86,448
| – | – | 0.3% | 41 |
|
|
2015
Q1 | $3.01M | Buy |
86,448
+100
| +0.1% | +$3.58K | 0.34% | 38 |
|
|
2014
Q4 | $3.1M | Buy |
86,348
+50
| +0.1% | +$1.68K | 0.36% | 38 |
|
|
2014
Q3 | $2.62M | Sell |
86,298
-250
| -0.3% | -$7.82K | 0.34% | 39 |
|
|
2014
Q2 | $2.79M | Buy |
86,548
+1,200
| +1% | +$37.2K | 0.36% | 38 |
|
|
2014
Q1 | $2.59M | Buy |
85,348
+15,300
| +22% | +$446K | 0.34% | 38 |
|
|
2013
Q4 | $1.96M | Buy |
+70,048
| New | +$1.98M | 0.27% | 39 |
|
Other funds holding XEL
MAM
Sadoff Investment Management's XEL Position: Q3 2022 in Review
Sadoff Investment Management reduced its Xcel Energy (XEL) stake by 0.5% in Q3 2022, selling an estimated $21.8K and leaving 59,362 shares worth $3.83M. The position accounts for 0.3% of the portfolio, ranked #42.
Sadoff Investment Management first reported a position in XEL in Q4 2013 and has held it in 36 quarters since. The position peaked at $5.05M in Q3 2019. 937 funds tracked by Wall St. Rank hold XEL as of Q3 2022.
- Sadoff Investment Management held 59,362 shares of Xcel Energy worth $3.83M as of Q3 2022.
- Sadoff Investment Management sold 300 Xcel Energy shares in Q3 2022, an estimated $21.8K.
- Xcel Energy made up 0.3% of Sadoff Investment Management's portfolio in Q3 2022, its #42 holding.
- Sadoff Investment Management first reported a position in Xcel Energy in Q4 2013 and has held it in 36 quarters since.
- Sadoff Investment Management's Xcel Energy position peaked at $5.05M in Q3 2019.
- 937 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2022.
Based on Sadoff Investment Management's 13F filing for Q3 2022, filed 31 Oct 2022.