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Tandem Investment Advisors’s Xcel Energy XEL Stock Holding History

Tandem Investment Advisors’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
2022
Q1 		– Sell
-4,745
Closed -$321K – 84
2021
Q4 		$321K Sell
4,745
-40
-0.8% -$2.61K 0.02% 63
2021
Q3 		$299K Sell
4,785
-368
-7% -$24.9K 0.02% 62
2021
Q2 		$339K Sell
5,153
-451
-8% -$31.4K 0.03% 57
2021
Q1 		$373K Sell
5,604
-1,173
-17% -$74.1K 0.04% 54
2020
Q4 		$452K Buy
+6,777
New +$472K 0.05% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tandem Investment Advisors's XEL Position: Q1 2022 in Review

Tandem Investment Advisors sold out of Xcel Energy (XEL) in Q1 2022, closing a stake of 4,745 shares — an estimated $321K sold.

Tandem Investment Advisors first reported a position in XEL in Q4 2020 and held it in 5 quarters. The position peaked at $452K in Q4 2020. 930 funds tracked by Wall St. Rank hold XEL as of Q1 2022.

  • Tandem Investment Advisors reported no remaining Xcel Energy position as of Q1 2022 after selling out during the quarter.
  • Tandem Investment Advisors sold 4,745 Xcel Energy shares in Q1 2022, an estimated $321K.
  • Tandem Investment Advisors first reported a position in Xcel Energy in Q4 2020 and held it in 5 quarters.
  • Tandem Investment Advisors's Xcel Energy position peaked at $452K in Q4 2020.
  • 930 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2022.

Based on Tandem Investment Advisors's 13F filing for Q1 2022, filed 2 May 2022.