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Xcel Energy Inc. (NYSE:XEL) Seasonal Chart

Xcel Energy Inc.  (NYSE:XEL) Seasonal Chart

XCEL ENERGY INC (XEL) Seasonality

Analysis has revealed that with a buy date of July 30 and a sell date of May 2, investors have benefited from a total return of 448.04% over the last 10 years. This scenario has shown positive results in 8 of those periods.

Conversely, the best return over the maximum number of positive periods reveals a buy date of July 28 and a sell date of September 29, producing a total return over the same 10-year range of 115.88% with positive results in 10 of those periods.

The buy and hold return for the past 10 years was 80.44%.

 

Average Daily Return over past 10 years

  2009 2008 2007 2006 2005 2004 2003 2002 2001 2000
Average 0.06% -0.03% 0.01% 0.07% 0.02% 0.03% 0.14% -0.13% 0.01% 0.14%
Up Days 130 120 130 138 130 130 131 123 130 120
Down Days 117 131 116 105 116 110 113 124 113 110

 

Monthly Averages over past 20 years:

Jan. Feb. Mar. Apr. May June July Aug. Sep. Oct. Nov. Dec.
-1.4% -1.31% 2.51% 0.84% 1.28% -1.25% -2.51% 2.71% 2.38% 0.99% 2.39% 2.78%

 

 

According to Thackray’s 2010 Investors Guide, the period of seasonal strength for the Utilities Sector ranges from July 17th through to October 3rd. Strength in this sector is related to the sweet spot in the U.S. Treasury Market.

Average Return Positive Periods % of Sessions Gaining Within Periods
3.47% 1 Out of Last 1 Period 50%
3.45% 2 Out of Last 3 Periods 53.03%
4.31% 4 Out of Last 5 Periods 52.55%
3.4% 8 Out of Last 10 Periods 53.49%

 

[feedsnap, 5]http://www.equityclock.com/feed/?tag=XEL[/feedsnap]

 

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