Sandy Spring Bank’s Xcel Energy XEL Stock Holding History

Sandy Spring Bank’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	$404K	Sell	5,710 -183	-3%	-$12.5K	0.02%	302
2024 Q4	$398K	Buy	5,893 +50	+0.9%	+$3.35K	0.02%	303
2024 Q3	$382K	Sell	5,843 -66	-1%	-$3.92K	0.02%	312
2024 Q2	$316K	Buy	5,909 +601	+11%	+$32.7K	0.01%	321
2024 Q1	$285K	Buy	5,308 +1,016	+24%	+$58K	0.01%	332
2023 Q4	$266K	Sell	4,292 -107	-2%	-$6.42K	0.01%	334
2023 Q3	$252K	Sell	4,399 -155	-3%	-$9.32K	0.01%	320
2023 Q2	$283K	Buy	4,554 +24	+0.5%	+$1.6K	0.02%	314
2023 Q1	$306K	Buy	4,530 +238	+6%	+$16.1K	0.02%	301
2022 Q4	$301K	Buy	4,292 +147	+4%	+$9.78K	0.02%	298
2022 Q3	$265K	Sell	4,145 -223	-5%	-$16.2K	0.02%	301
2022 Q2	$309K	Sell	4,368 -50	-1%	-$3.64K	0.02%	289
2022 Q1	$319K	Buy	4,418 +6	+0.1%	+$412	0.02%	293
2021 Q4	$299K	Sell	4,412 -226	-5%	-$14.7K	0.01%	306
2021 Q3	$290K	Buy	4,638 +326	+8%	+$22K	0.02%	300
2021 Q2	$285K	Sell	4,312 -283	-6%	-$19.7K	0.02%	305
2021 Q1	$305K	Sell	4,595 -167	-4%	-$10.6K	0.02%	283
2020 Q4	$318K	Buy	4,762 +233	+5%	+$16.2K	0.02%	273
2020 Q3	$312K	Sell	4,529 -99	-2%	-$6.75K	0.02%	260
2020 Q2	$290K	Buy	4,628 +2,390	+107%	+$151K	0.02%	262
2020 Q1	$135K	Hold	2,238	–	–	0.01%	308
2019 Q4	$142K	Sell	2,238 -286	-11%	-$17.9K	0.01%	326
2019 Q3	$164K	Hold	2,524	–	–	0.01%	315
2019 Q2	$151K	Buy	2,524 +99	+4%	+$5.69K	0.01%	322
2019 Q1	$136K	Buy	2,425 +182	+8%	+$9.68K	0.01%	325
2018 Q4	$111K	Sell	2,243 -621	-22%	-$31.1K	0.01%	345
2018 Q3	$136K	Sell	2,864 -300	-9%	-$14.2K	0.01%	333
2018 Q2	$144K	Sell	3,164 -1,032	-25%	-$46.2K	0.01%	329
2018 Q1	$191K	Sell	4,196 -340	-7%	-$15.2K	0.02%	306
2017 Q4	$219K	Buy	4,536 +775	+21%	+$38.5K	0.02%	278
2017 Q3	$178K	Buy	3,761 +1,360	+57%	+$65.3K	0.02%	296
2017 Q2	$110K	Buy	2,401 +477	+25%	+$22K	0.01%	346
2017 Q1	$86K	Hold	1,924	–	–	0.01%	372
2016 Q4	$78K	Hold	1,924	–	–	0.01%	382
2016 Q3	$79K	Hold	1,924	–	–	0.01%	380
2016 Q2	$86K	Hold	1,924	–	–	0.01%	367
2016 Q1	$80K	Sell	1,924 -922	-32%	-$35.9K	0.01%	378
2015 Q4	$103K	Hold	2,846	–	–	0.01%	334
2015 Q3	$100K	Sell	2,846 -465	-14%	-$15.8K	0.01%	349
2015 Q2	$107K	Hold	3,311	–	–	0.01%	360
2015 Q1	$115K	Buy	3,311 +1,852	+127%	+$66.2K	0.01%	344
2014 Q4	$52K	Hold	1,459	–	–	0.01%	407
2014 Q3	$44K	Hold	1,459	–	–	0.01%	426
2014 Q2	$47K	Hold	1,459	–	–	0.01%	426
2014 Q1	$44K	Sell	1,459 -539	-27%	-$15.7K	0.01%	391
2013 Q4	$56K	Buy	1,998 +455	+29%	+$12.9K	0.01%	365
2013 Q3	$43K	Buy	1,543 +5	+0.3%	+$143	0.01%	376
2013 Q2	$44K	Buy	+1,538	New	+$46K	0.01%	367

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

Sandy Spring Bank's XEL Position: Q1 2025 in Review

Sandy Spring Bank reduced its Xcel Energy (XEL) stake by 3.1% in Q1 2025, selling an estimated $12.5K and leaving 5,710 shares worth $404K. The position accounts for 0.02% of the portfolio, ranked #302.

Sandy Spring Bank first reported a position in XEL in Q2 2013 and has held it in 48 quarters since. 1,133 funds tracked by Wall St. Rank hold XEL as of Q1 2025.

Sandy Spring Bank held 5,710 shares of Xcel Energy worth $404K as of Q1 2025.
Sandy Spring Bank sold 183 Xcel Energy shares in Q1 2025, an estimated $12.5K.
Xcel Energy made up 0.02% of Sandy Spring Bank's portfolio in Q1 2025, its #302 holding.
Sandy Spring Bank first reported a position in Xcel Energy in Q2 2013 and has held it in 48 quarters since.
1,133 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.