Samalin Investment Counsel’s Xcel Energy XEL Stock Holding History

Samalin Investment Counsel’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	-4,096	Closed	-$220K	–	282
2024 Q1	$220K	Buy	4,096 +19	+0.5%	+$1.08K	0.1%	252
2023 Q4	$252K	Sell	4,077 -683	-14%	-$41K	0.13%	228
2023 Q3	$272K	Buy	4,760 +17	+0.4%	+$1.02K	0.16%	185
2023 Q2	$295K	Buy	4,743 +715	+18%	+$47.7K	0.16%	180
2023 Q1	$272K	Sell	4,028 -722	-15%	-$48.7K	0.16%	182
2022 Q4	$333K	Sell	4,750 -750	-14%	-$49.9K	0.21%	142
2022 Q3	$352K	Hold	5,500	–	–	0.26%	121
2022 Q2	$389K	Hold	5,500	–	–	0.27%	117
2022 Q1	$397K	Hold	5,500	–	–	0.24%	130
2021 Q4	$372K	Hold	5,500	–	–	0.22%	142
2021 Q3	$344K	Hold	5,500	–	–	0.22%	155
2021 Q2	$362K	Hold	5,500	–	–	0.23%	153
2021 Q1	$365K	Hold	5,500	–	–	0.24%	136
2020 Q4	$367K	Buy	+5,500	New	+$383K	0.28%	121

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 $156B AUM 27.51% 1-Year Est. Return

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

Samalin Investment Counsel's XEL Position: Q2 2024 in Review

Samalin Investment Counsel sold out of Xcel Energy (XEL) in Q2 2024, closing a stake of 4,096 shares — an estimated $220K sold.

Samalin Investment Counsel first reported a position in XEL in Q4 2020 and held it in 14 quarters. The position peaked at $397K in Q1 2022. 971 funds tracked by Wall St. Rank hold XEL as of Q2 2024.

Samalin Investment Counsel reported no remaining Xcel Energy position as of Q2 2024 after selling out during the quarter.
Samalin Investment Counsel sold 4,096 Xcel Energy shares in Q2 2024, an estimated $220K.
Samalin Investment Counsel first reported a position in Xcel Energy in Q4 2020 and held it in 14 quarters.
Samalin Investment Counsel's Xcel Energy position peaked at $397K in Q1 2022.
971 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2024.

Based on Samalin Investment Counsel's 13F filing for Q2 2024, filed 13 Aug 2024.