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Stillwater Investment Management (Minnesota)’s Xcel Energy XEL Stock Holding History

Stillwater Investment Management (Minnesota)’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
2023
Q1 		$1.2M Buy
17,827
+127
+0.7% +$8.57K 0.32% 49
2022
Q4 		$1.24M Buy
17,700
+142
+0.8% +$9.45K 0.35% 50
2022
Q3 		$1.12M Buy
17,558
+126
+0.7% +$9.17K 0.35% 50
2022
Q2 		$1.23M Buy
17,432
+112
+0.6% +$8.15K 0.36% 49
2022
Q1 		$1.25M Sell
17,320
-780
-4% -$53.6K 0.31% 48
2021
Q4 		$1.23M Buy
18,100
+48
+0.3% +$3.13K 0.3% 51
2021
Q3 		$1.13M Sell
18,052
-98
-0.5% -$6.62K 0.3% 49
2021
Q2 		$1.2M Buy
18,150
+116
+0.6% +$8.07K 0.32% 49
2021
Q1 		$1.2M Buy
18,034
+116
+0.6% +$7.33K 0.34% 48
2020
Q4 		$1.2M Buy
17,918
+420
+2% +$29.3K 0.37% 48
2020
Q3 		$1.21M Buy
17,498
+112
+0.6% +$7.64K 0.44% 46
2020
Q2 		$1.09M Buy
17,386
+116
+0.7% +$7.31K 0.43% 47
2020
Q1 		$1.04M Buy
17,270
+105
+0.6% +$6.84K 0.5% 45
2019
Q4 		$1.09M Buy
17,165
+870
+5% +$54.4K 0.41% 51
2019
Q3 		$1.06M Buy
16,295
+109
+0.7% +$6.79K 0.44% 48
2019
Q2 		$963K Buy
16,186
+119
+0.7% +$6.84K 0.4% 49
2019
Q1 		$903K Sell
16,067
-2,164
-12% -$115K 0.37% 50
2018
Q4 		$898K Buy
18,231
+141
+0.8% +$7.07K 0.42% 49
2018
Q3 		$854K Sell
18,090
-1,258
-7% -$59.4K 0.34% 50
2018
Q2 		$884K Buy
19,348
+161
+0.8% +$7.21K 0.38% 50
2018
Q1 		$873K Buy
+19,187
New +$855K 0.38% 51
2017
Q4 		– Sell
-19,343
Closed -$915K – 77
2017
Q3 		$915K Buy
19,343
+147
+0.8% +$7.05K 0.42% 52
2017
Q2 		$881K Buy
19,196
+153
+0.8% +$7.04K 0.42% 52
2017
Q1 		$846K Sell
19,043
-1,045
-5% -$44.3K 0.41% 57
2016
Q4 		$818K Buy
20,088
+169
+0.8% +$6.76K 0.42% 57
2016
Q3 		$819K Buy
19,919
+155
+0.8% +$6.63K 0.44% 56
2016
Q2 		$885K Buy
19,764
+969
+5% +$40.1K 0.5% 53
2016
Q1 		$786K Sell
18,795
-679
-3% -$26.5K 0.47% 53
2015
Q4 		$699K Buy
19,474
+168
+0.9% +$6K 0.44% 56
2015
Q3 		$684K Sell
19,306
-35
-0.2% -$1.19K 0.46% 53
2015
Q2 		$622K Buy
19,341
+239
+1% +$8.04K 0.39% 55
2015
Q1 		$665K Buy
19,102
+483
+3% +$17.3K 0.43% 56
2014
Q4 		$669K Buy
18,619
+160
+0.9% +$5.37K 0.45% 57
2014
Q3 		$561K Buy
18,459
+165
+0.9% +$5.16K 0.4% 57
2014
Q2 		$590K Buy
18,294
+165
+0.9% +$5.11K 0.43% 57
2014
Q1 		$550K Sell
18,129
-181
-1% -$5.28K 0.42% 58
2013
Q4 		$512K Buy
+18,310
New +$517K 0.39% 61

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stillwater Investment Management (Minnesota)'s XEL Position: Q1 2023 in Review

Stillwater Investment Management (Minnesota) increased its Xcel Energy (XEL) stake by 0.72% in Q1 2023, buying an estimated $8.57K and bringing the position to 17,827 shares worth $1.2M. The position accounts for 0.32% of the portfolio, ranked #49.

Stillwater Investment Management (Minnesota) first reported a position in XEL in Q4 2013 and has held it in 37 quarters since. The position peaked at $1.25M in Q1 2022. 970 funds tracked by Wall St. Rank hold XEL as of Q1 2023.

  • Stillwater Investment Management (Minnesota) held 17,827 shares of Xcel Energy worth $1.2M as of Q1 2023.
  • Stillwater Investment Management (Minnesota) bought 127 Xcel Energy shares in Q1 2023, an estimated $8.57K.
  • Xcel Energy made up 0.32% of Stillwater Investment Management (Minnesota)'s portfolio in Q1 2023, its #49 holding.
  • Stillwater Investment Management (Minnesota) first reported a position in Xcel Energy in Q4 2013 and has held it in 37 quarters since.
  • Stillwater Investment Management (Minnesota)'s Xcel Energy position peaked at $1.25M in Q1 2022.
  • 970 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2023.

Based on Stillwater Investment Management (Minnesota)'s 13F filing for Q1 2023, filed 5 Apr 2023.