Ownership history in REAVES W H & CO INC Β· 75 quarters on record
This page tracks every 13F SEC filing in which REAVES W H & CO INC reported a position in XCEL ENERGY INC COM COM (XEL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π REAVES W H & CO INC underperformed the S&P 500 by β11.8% annually on this XEL position. Timing score: 57% (31/54 decisions correct). Average cost basis: $56.27. Maximum drawdown during holding period: β66.5%.
β Significantly underperformed the S&P 500 by 11.8% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
31 of 54 add/trim decisions correct
Best entry: $3.73 (2002 Q3) Β· Worst: $79.45 (2025 Q3)
πͺ Held through 2 major drawdowns (>20%).
32 adds Β· 24 trims. Bought during 13 of 28 down-price quarters. π More buys than sells across the holding period.
π REAVES W H & CO INC has been actively increasing its XEL allocation β a bullish signal from insiders.
Currently 4.62% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size