ACI
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Alpha Cubed Investments’s Xcel Energy XEL Stock Holding History

Alpha Cubed Investments’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 		$374K Sell
5,067
-30
-0.6% -$2.37K 0.01% 212
2025
Q3 		$411K Buy
5,097
+5
+0.1% +$362 0.01% 200
2025
Q2 		$347K Buy
5,092
+1,197
+31% +$83K 0.01% 218
2025
Q1 		$276K Buy
+3,895
New +$265K 0.01% 229
2024
Q3 		– Sell
-3,889
Closed -$208K – 306
2024
Q2 		$208K Hold
3,889
– – 0.01% 266
2024
Q1 		$209K Buy
+3,889
New +$222K 0.01% 266

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return