United Fire Group’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-90,000
| Closed | -$6.07M | – | 44 |
|
|
2023
Q1 | $6.07M | Hold |
90,000
| – | – | 3.81% | 4 |
|
|
2022
Q4 | $6.31M | Hold |
90,000
| – | – | 3.73% | 3 |
|
|
2022
Q3 | $5.76M | Hold |
90,000
| – | – | 3.85% | 4 |
|
|
2022
Q2 | $6.37M | Hold |
90,000
| – | – | 3.9% | 3 |
|
|
2022
Q1 | $6.5M | Hold |
90,000
| – | – | 3.34% | 9 |
|
|
2021
Q4 | $6.09M | Hold |
90,000
| – | – | 2.86% | 12 |
|
|
2021
Q3 | $5.63M | Hold |
90,000
| – | – | 2.81% | 12 |
|
|
2021
Q2 | $5.93M | Hold |
90,000
| – | – | 3.02% | 10 |
|
|
2021
Q1 | $5.99M | Hold |
90,000
| – | – | 3.11% | 12 |
|
|
2020
Q4 | $6M | Hold |
90,000
| – | – | 2.91% | 10 |
|
|
2020
Q3 | $6.21M | Hold |
90,000
| – | – | 3.13% | 8 |
|
|
2020
Q2 | $5.63M | Hold |
90,000
| – | – | 2.72% | 7 |
|
|
2020
Q1 | $5.43M | Hold |
90,000
| – | – | 2.63% | 8 |
|
|
2019
Q4 | $5.71M | Hold |
90,000
| – | – | 1.92% | 12 |
|
|
2019
Q3 | $5.84M | Hold |
90,000
| – | – | 2% | 12 |
|
|
2019
Q2 | $5.35M | Hold |
90,000
| – | – | 1.9% | 12 |
|
|
2019
Q1 | $5.06M | Hold |
90,000
| – | – | 1.88% | 14 |
|
|
2018
Q4 | $4.43M | Hold |
90,000
| – | – | 1.8% | 14 |
|
|
2018
Q3 | $4.25M | Hold |
90,000
| – | – | 1.55% | 15 |
|
|
2018
Q2 | $4.11M | Hold |
90,000
| – | – | 1.59% | 15 |
|
|
2018
Q1 | $4.09M | Hold |
90,000
| – | – | 1.47% | 17 |
|
|
2017
Q4 | $4.33M | Hold |
90,000
| – | – | 1.41% | 19 |
|
|
2017
Q3 | $4.26M | Hold |
90,000
| – | – | 1.43% | 19 |
|
|
2017
Q2 | $4.13M | Hold |
90,000
| – | – | 1.46% | 19 |
|
|
2017
Q1 | $4M | Hold |
90,000
| – | – | 1.45% | 20 |
|
|
2016
Q4 | $3.66M | Hold |
90,000
| – | – | 1.35% | 21 |
|
|
2016
Q3 | $3.7M | Hold |
90,000
| – | – | 1.47% | 20 |
|
|
2016
Q2 | $4.03M | Hold |
90,000
| – | – | 1.61% | 18 |
|
|
2016
Q1 | $3.76M | Hold |
90,000
| – | – | 1.58% | 18 |
|
|
2015
Q4 | $3.23M | Hold |
90,000
| – | – | 1.37% | 19 |
|
|
2015
Q3 | $3.19M | Hold |
90,000
| – | – | 1.44% | 19 |
|
|
2015
Q2 | $2.9M | Hold |
90,000
| – | – | 1.21% | 21 |
|
|
2015
Q1 | $3.13M | Hold |
90,000
| – | – | 1.32% | 21 |
|
|
2014
Q4 | $3.23M | Hold |
90,000
| – | – | 1.34% | 21 |
|
|
2014
Q3 | $2.74M | Hold |
90,000
| – | – | 1.2% | 24 |
|
|
2014
Q2 | $2.9M | Hold |
90,000
| – | – | 1.25% | 23 |
|
|
2014
Q1 | $2.73M | Hold |
90,000
| – | – | 1.21% | 23 |
|
|
2013
Q4 | $2.52M | Hold |
90,000
| – | – | 1.13% | 25 |
|
|
2013
Q3 | $2.48M | Hold |
90,000
| – | – | 1.24% | 25 |
|
|
2013
Q2 | $2.55M | Buy |
+90,000
| New | +$2.69M | 1.32% | 24 |
|
Other funds holding XEL
United Fire Group's XEL Position: Q2 2023 in Review
United Fire Group sold out of Xcel Energy (XEL) in Q2 2023, closing a stake of 90,000 shares — an estimated $6.07M sold.
United Fire Group first reported a position in XEL in Q2 2013 and held it in 40 quarters. The position peaked at $6.5M in Q1 2022. 961 funds tracked by Wall St. Rank hold XEL as of Q2 2023.
- United Fire Group reported no remaining Xcel Energy position as of Q2 2023 after selling out during the quarter.
- United Fire Group sold 90,000 Xcel Energy shares in Q2 2023, an estimated $6.07M.
- United Fire Group first reported a position in Xcel Energy in Q2 2013 and held it in 40 quarters.
- United Fire Group's Xcel Energy position peaked at $6.5M in Q1 2022.
- 961 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2023.
Based on United Fire Group's 13F filing for Q2 2023, filed 8 Aug 2023.