Van Hulzen Asset Management’s Xcel Energy XEL Stock Holding History

Van Hulzen Asset Management’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 Q3	–	Sell	-26,698	Closed	-$1.43M	–	336
2024 Q2	$1.43M	Buy	26,698 +498	+2%	+$27.1K	0.1%	135
2024 Q1	$1.41M	Hold	26,200	–	–	0.09%	141
2023 Q4	$1.62M	Buy	26,200 +5,000	+24%	+$300K	0.11%	120
2023 Q3	$1.21M	Sell	21,200 -21,600	-50%	-$1.3M	0.09%	137
2023 Q2	$2.66M	Buy	42,800 +2,400	+6%	+$160K	0.23%	76
2023 Q1	$2.72M	Buy	40,400 +16,000	+66%	+$1.08M	0.26%	77
2022 Q4	$1.72M	Buy	24,400 +500	+2%	+$33.3K	0.2%	96
2022 Q3	$1.53M	Buy	+23,900	New	+$1.74M	0.19%	98

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Van Hulzen Asset Management's XEL Position: Q3 2024 in Review

Van Hulzen Asset Management sold out of Xcel Energy (XEL) in Q3 2024, closing a stake of 26,698 shares — an estimated $1.43M sold.

Van Hulzen Asset Management first reported a position in XEL in Q3 2022 and held it in 8 quarters. The position peaked at $2.72M in Q1 2023. 1,029 funds tracked by Wall St. Rank hold XEL as of Q3 2024.

Van Hulzen Asset Management reported no remaining Xcel Energy position as of Q3 2024 after selling out during the quarter.
Van Hulzen Asset Management sold 26,698 Xcel Energy shares in Q3 2024, an estimated $1.43M.
Van Hulzen Asset Management first reported a position in Xcel Energy in Q3 2022 and held it in 8 quarters.
Van Hulzen Asset Management's Xcel Energy position peaked at $2.72M in Q1 2023.
1,029 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2024.

Based on Van Hulzen Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.