Joel Greenblatt - Gotham Asset Management
Holding/activity history for Xcel Energy Inc. (XEL)
← All XEL superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 7,909 | <0.01 | Add 91.59% | <0.01 | $74.11–84.23 · VW $80.43i | $628,291 | SEC |
| 2025 Q4 | 4,128 | <0.01 | Reduce 4.55% | <0.01 | $72.43–82.28 · VW $76.92i | $304,894 | SEC |
| 2025 Q3 | 4,325 | <0.01 | Reduce 24.86% | <0.01 | $69.16–83.01 · VW $77.78i | $348,811 | SEC |
| 2025 Q2 | 5,756 | <0.01 | Add 79.82% | <0.01 | $65.21–73.87 · VW $70.84i | $391,984 | SEC |
| 2025 Q1 | 3,201 | <0.01 | Reduce 1.36% | $65.43–73.00 · VW $69.71i | $226,599 | SEC | |
| 2024 Q4 | 3,245 | <0.01 | Add 0.15% | $62.58–73.38 · VW $67.72i | $219,102 | SEC | |
| 2024 Q3 | 3,240 | <0.01 | Buy | <0.01 | $56.69–67.73 · VW $63.74i | $211,572 | SEC |
| 2024 Q2 | 0 | 0.00 | Sell 100.00% | <0.01 | $51.97–58.73 · VW $56.33i | SEC | |
| 2024 Q1 | 7,949 | <0.01 | Reduce 36.02% | <0.01 | $46.79–61.15 · VW $53.89i | $427,259 | SEC |
| 2023 Q4 | 12,424 | 0.01 | Add 120.56% | <0.01 | $57.73–64.25 · VW $60.62i | $769,170 | SEC |
| 2023 Q3 | 5,633 | <0.01 | Buy | <0.01 | $53.73–63.24 · VW $58.75i | $322,320 | SEC |
| 2022 Q4 | 0 | 0.00 | Sell 100.00% | <0.01 | $64.16–72.99 · VW $68.64i | SEC | |
| 2022 Q3 | 5,164 | <0.01 | Add 77.46% | <0.01 | $56.89–77.66 · VW $66.55i | $330,000 | SEC |
| 2022 Q2 | 2,910 | <0.01 | Buy | <0.01 | $63.57–76.63 · VW $71.13i | $206,000 | SEC |
| 2020 Q4 | 0 | 0.00 | Sell 100.00% | <0.01 | $61.99–76.44 · VW $67.47i | SEC | |
| 2020 Q3 | 3,020 | <0.01 | Buy | <0.01 | $65.69–74.41 · VW $70.04i | $208,000 | SEC |
| 2020 Q2 | 0 | 0.00 | Sell 100.00% | 0.02 | $56.07–69.55 · VW $64.89i | SEC | |
| 2020 Q1 | 12,634 | 0.02 | Buy | 0.02 | $46.58–72.14 · VW $60.76i | $762,000 | SEC |
| 2019 Q4 | 0 | 0.00 | Sell 100.00% | <0.01 | $59.46–69.62 · VW $66.09i | SEC | |
| 2019 Q3 | 3,110 | <0.01 | Reduce 26.15% | <0.01 | $58.74–66.05 · VW $62.77i | $202,000 | SEC |
| 2019 Q2 | 4,211 | <0.01 | Buy | <0.01 | $55.26–62.03 · VW $58.97i | $251,000 | SEC |
| 2018 Q3 | 0 | 0.00 | Sell 100.00% | 0.01 | $45.87–50.53 · VW $48.47i | SEC | |
| 2018 Q2 | 18,024 | 0.01 | Add 75.31% | <0.01 | $41.99–47.15 · VW $45.33i | $823,000 | SEC |
| 2018 Q1 | 10,281 | <0.01 | Buy | <0.01 | $41.51–47.38 · VW $45.24i | $468,000 | SEC |
| 2017 Q2 | 0 | 0.00 | Sell 100.00% | <0.01 | $44.47–48.50 · VW $46.76i | SEC | |
| 2017 Q1 | 6,143 | <0.01 | Buy | <0.01 | $40.43–45.44 · VW $43.64i | $273,000 | SEC |
Price snapshot:
Current price$80.48
Avg. buy price$72.71
+/- since buy10.69%
52-week low$65.78
52-week high$83.22