Wilbanks Smith & Thomas Asset Management’s Xcel Energy XEL Stock Holding History

Wilbanks Smith & Thomas 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 Q1	$213K	Hold	3,958	–	–	0.01%	498
2023 Q4	$245K	Hold	3,958	–	–	0.01%	472
2023 Q3	$226K	Hold	3,958	–	–	0.01%	461
2023 Q2	$246K	Hold	3,958	–	–	0.01%	453
2023 Q1	$267K	Hold	3,958	–	–	0.01%	432
2022 Q4	$277K	Sell	3,958 -605	-13%	-$40.3K	0.01%	399
2022 Q3	$292K	Sell	4,563 -66	-1%	-$4.8K	0.01%	366
2022 Q2	$328K	Buy	4,629 +1,556	+51%	+$113K	0.01%	364
2022 Q1	$222K	Sell	3,073 -1,490	-33%	-$102K	0.01%	460
2021 Q4	$309K	Hold	4,563	–	–	0.01%	411
2021 Q3	$285K	Hold	4,563	–	–	0.01%	401
2021 Q2	$301K	Hold	4,563	–	–	0.01%	389
2021 Q1	$303K	Hold	4,563	–	–	0.01%	364
2020 Q4	$304K	Buy	4,563 +487	+12%	+$33.9K	0.01%	333
2020 Q3	$281K	Hold	4,076	–	–	0.02%	323
2020 Q2	$255K	Hold	4,076	–	–	0.02%	332
2020 Q1	$246K	Hold	4,076	–	–	0.02%	313
2019 Q4	$259K	Hold	4,076	–	–	0.02%	353
2019 Q3	$264K	Hold	4,076	–	–	0.02%	342
2019 Q2	$242K	Hold	4,076	–	–	0.02%	360
2019 Q1	$229K	Hold	4,076	–	–	0.01%	368
2018 Q4	$201K	Hold	4,076	–	–	0.01%	335
2018 Q3	$192K	Buy	+4,076	New	+$192K	0.01%	397
2018 Q2	–	Sell	-5,801	Closed	-$264K	–	369
2018 Q1	$264K	Hold	5,801	–	–	0.02%	280
2017 Q4	$279K	Sell	5,801 -15	-0.3%	-$744	0.02%	277
2017 Q3	$275K	Hold	5,816	–	–	0.02%	263
2017 Q2	$267K	Hold	5,816	–	–	0.02%	255
2017 Q1	$259K	Hold	5,816	–	–	0.02%	268
2016 Q4	$237K	Buy	+5,816	New	+$233K	0.02%	263

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's XEL Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management held its Xcel Energy (XEL) position steady in Q1 2024 at 3,958 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #498.

Wilbanks Smith & Thomas Asset Management first reported a position in XEL in Q4 2016 and has held it in 29 quarters since. The position peaked at $328K in Q2 2022. 981 funds tracked by Wall St. Rank hold XEL as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 3,958 shares of Xcel Energy worth $213K as of Q1 2024.
Wilbanks Smith & Thomas Asset Management left its Xcel Energy share count unchanged in Q1 2024.
Xcel Energy made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #498 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in Xcel Energy in Q4 2016 and has held it in 29 quarters since.
Wilbanks Smith & Thomas Asset Management's Xcel Energy position peaked at $328K in Q2 2022.
981 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.