Joel Greenblatt's XEL Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 4,325 shares of Xcel Energy Inc. (XEL) worth $348,811, representing 0.00% of the portfolio. First purchased in 2017-Q1, this long-term strategic position has been held for 24 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in XEL, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2020, adding 12,634 shares. Largest reduction occurred in Q3 2018, reducing 18,024 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Xcel Energy (XEL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Xcel Energy (XEL) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2017 | +6,143 | New Buy | 6,143 | $44.44 |
| Q2 2017 | -6,143 | Sold Out | 0 | $0.00 |
| Q1 2018 | +10,281 | New Buy | 10,281 | $45.52 |
| Q2 2018 | +7,743 | Add 75.31% | 18,024 | $45.66 |
| Q3 2018 | -18,024 | Sold Out | 0 | $0.00 |
| Q2 2019 | +4,211 | New Buy | 4,211 | $59.61 |
| Q3 2019 | -1,101 | Reduce 26.15% | 3,110 | $64.95 |
| Q4 2019 | -3,110 | Sold Out | 0 | $0.00 |
| Q1 2020 | +12,634 | New Buy | 12,634 | $60.31 |
| Q2 2020 | -12,634 | Sold Out | 0 | $0.00 |
| Q3 2020 | +3,020 | New Buy | 3,020 | $68.87 |
| Q4 2020 | -3,020 | Sold Out | 0 | $0.00 |
| Q2 2022 | +2,910 | New Buy | 2,910 | $70.79 |
| Q3 2022 | +2,254 | Add 77.46% | 5,164 | $63.90 |
| Q4 2022 | -5,164 | Sold Out | 0 | $0.00 |
| Q3 2023 | +5,633 | New Buy | 5,633 | $57.22 |
| Q4 2023 | +6,791 | Add 120.56% | 12,424 | $61.91 |
| Q1 2024 | -4,475 | Reduce 36.02% | 7,949 | $53.75 |
| Q2 2024 | -7,949 | Sold Out | 0 | $0.00 |
| Q3 2024 | +3,240 | New Buy | 3,240 | $65.30 |
| Q4 2024 | +5 | Add 0.15% | 3,245 | $67.52 |
| Q1 2025 | -44 | Reduce 1.36% | 3,201 | $70.79 |
| Q2 2025 | +2,555 | Add 79.82% | 5,756 | $68.10 |
| Q3 2025 | -1,431 | Reduce 24.86% | 4,325 | $80.65 |
Joel Greenblatt's Xcel Energy Investment FAQs
Joel Greenblatt first purchased Xcel Energy Inc. (XEL) in Q1 2017, acquiring 6,143 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Xcel Energy Inc. (XEL) for 24 quarters since Q1 2017.
Joel Greenblatt's largest addition to Xcel Energy Inc. (XEL) was in Q1 2020, adding 12,634 shares worth $762,000.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 4,325 shares of Xcel Energy Inc. (XEL), valued at approximately $348,811.
As of the Q3 2025 filing, Xcel Energy Inc. (XEL) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Xcel Energy Inc. (XEL) was 18,024 shares, as reported at the end of Q2 2018.