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Albion Financial Group’s Xcel Energy XEL Stock Holding History

Albion Financial Group’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-17
Closed -$1.37K – 687
2025
Q3 		$1.37K Buy
+17
New +$1.23K ﹤0.01% 563
2023
Q1 		– Sell
-210
Closed -$14.7K – 489
2022
Q4 		$14.7K Hold
210
– – ﹤0.01% 275
2022
Q3 		$13K Hold
210
– – ﹤0.01% 298
2022
Q2 		$15K Sell
210
-40
-16% -$2.91K ﹤0.01% 296
2022
Q1 		$18K Sell
250
-100
-29% -$6.87K ﹤0.01% 325
2021
Q4 		$24K Sell
350
-56
-14% -$3.65K ﹤0.01% 342
2021
Q3 		$25K Sell
406
-75
-16% -$5.07K ﹤0.01% 309
2021
Q2 		$32K Buy
+481
New +$33.5K ﹤0.01% 294
2020
Q4 		$50K Buy
+756
New +$52.7K ﹤0.01% 239

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Albion Financial Group's XEL Position: Q4 2025 in Review

Albion Financial Group sold out of Xcel Energy (XEL) in Q4 2025, closing a stake of 17 shares — an estimated $1.37K sold.

Albion Financial Group first reported a position in XEL in Q4 2020 and held it in 9 quarters. The position peaked at $50K in Q4 2020. 1,253 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

  • Albion Financial Group reported no remaining Xcel Energy position as of Q4 2025 after selling out during the quarter.
  • Albion Financial Group sold 17 Xcel Energy shares in Q4 2025, an estimated $1.37K.
  • Albion Financial Group first reported a position in Xcel Energy in Q4 2020 and held it in 9 quarters.
  • Albion Financial Group's Xcel Energy position peaked at $50K in Q4 2020.
  • 1,253 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on Albion Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.