VLKIM
XEL icon

Van Lanschot Kempen Investment Management’s Xcel Energy XEL Stock Holding History

Van Lanschot Kempen Investment 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
Q4 		– Sell
-112,669
Closed -$7.36M – 244
2024
Q3 		$7.36M Buy
112,669
+8,110
+8% +$481K 0.08% 146
2024
Q2 		$5.58M Hold
104,559
– – 0.06% 157
2024
Q1 		$5.62M Buy
104,559
+44,337
+74% +$2.53M 0.07% 154
2023
Q4 		$3.73M Hold
60,222
– – 0.05% 160
2023
Q3 		$3.45M Hold
60,222
– – 0.06% 137
2023
Q2 		$3.74M Buy
60,222
+1,787
+3% +$119K 0.07% 136
2023
Q1 		$3.94M Hold
58,435
– – 0.08% 136
2022
Q4 		$4.1M Hold
58,435
– – 0.12% 122
2022
Q3 		$3.74M Hold
58,435
– – 0.15% 111
2022
Q2 		$4.13M Buy
58,435
+1,960
+3% +$143K 0.15% 114
2022
Q1 		$4.08M Sell
56,475
-1,119
-2% -$76.9K 0.12% 115
2021
Q4 		$3.9M Hold
57,594
– – 0.12% 114
2021
Q3 		$3.6M Buy
57,594
+14,517
+34% +$981K 0.13% 117
2021
Q2 		$2.84M Buy
43,077
+13,085
+44% +$911K 0.1% 126
2021
Q1 		$2M Buy
29,992
+12,760
+74% +$807K 0.09% 122
2020
Q4 		$1.15M Buy
17,232
+3,500
+25% +$244K 0.07% 137
2020
Q3 		$948K Sell
13,732
-9,038
-40% -$617K 0.07% 132
2020
Q2 		$1.42M Buy
22,770
+1,434
+7% +$90.4K 0.1% 113
2020
Q1 		$1.29M Buy
21,336
+5,912
+38% +$385K 0.11% 114
2019
Q4 		$979K Buy
15,424
+4,716
+44% +$295K 0.06% 133
2019
Q3 		$695K Buy
10,708
+2,869
+37% +$179K 0.06% 136
2019
Q2 		$466K Buy
7,839
+2,956
+61% +$170K 0.04% 140
2019
Q1 		$274K Buy
4,883
+383
+9% +$20.4K 0.02% 143
2018
Q4 		$222K Buy
+4,500
New +$226K 0.02% 105

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Van Lanschot Kempen Investment Management's XEL Position: Q4 2024 in Review

Van Lanschot Kempen Investment Management sold out of Xcel Energy (XEL) in Q4 2024, closing a stake of 112,669 shares — an estimated $7.36M sold.

Van Lanschot Kempen Investment Management first reported a position in XEL in Q4 2018 and held it in 24 quarters. The position peaked at $7.36M in Q3 2024. 1,113 funds tracked by Wall St. Rank hold XEL as of Q4 2024.

  • Van Lanschot Kempen Investment Management reported no remaining Xcel Energy position as of Q4 2024 after selling out during the quarter.
  • Van Lanschot Kempen Investment Management sold 112,669 Xcel Energy shares in Q4 2024, an estimated $7.36M.
  • Van Lanschot Kempen Investment Management first reported a position in Xcel Energy in Q4 2018 and held it in 24 quarters.
  • Van Lanschot Kempen Investment Management's Xcel Energy position peaked at $7.36M in Q3 2024.
  • 1,113 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2024.

Based on Van Lanschot Kempen Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.