Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

XEL Relative to the S&P 500

XEL Relative to the Sector

% of Revenue Generated in Each Quarter

% of Free Cash Flow Generated in Each Quarter

% of Net Income Generated in Each Quarter

Seasonal Chart Analysis

Analysis of the Xcel Energy (NASD:XEL) seasonal charts above shows that a Buy Date of May 12 and a Sell Date of August 1 has resulted in a geometric average return of 0.26% above the benchmark rate of the S&P 500 Total Return Index over the past 20 years. This seasonal timeframe has shown positive results compared to the benchmark in 15 of those periods. This is a good rate of success, but the return underperforms the relative buy-and-hold performance of the stock over the past 20 years by an average of 0.06% per year.

The seasonal timeframe correlates Poorly with the period of seasonal strength for the Utilities sector, which runs from July 23 to October 3. The seasonal chart for the broad sector is available via the following link: Utilities Sector Seasonal Chart.

Xcel Energy, Inc. is an electric and natural gas delivery company. It operates through the following three segments: Regulated Electric, Regulated Natural Gas Utility and All Others. The Regulated Electric segment focuses on generating, purchasing, transmitting, and distributing electricity. The Regulated Natural Gas Utility segment includes purchases, transport, stores, distribution, and sales. The All Others segment involves steam, appliance repair services, non-utility real estate activities, revenues associated with processing solid waste into refuse-derived fuel, investments in rental housing projects that qualify for low-income housing tax credits and equity method investments in energy impact partners funds. The company was founded in 1909 and is headquartered in Minneapolis, MN.

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Stocks mentioned in this post: XEL