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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Alpha Cubed Investments's XEL Position: Q4 2025 in Review

Alpha Cubed Investments reduced its Xcel Energy (XEL) stake by 0.59% in Q4 2025, selling an estimated $2.37K and leaving 5,067 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #212.

Alpha Cubed Investments first reported a position in XEL in Q1 2024 and has held it in 6 quarters since. The position peaked at $411K in Q3 2025. 1,251 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

Alpha Cubed Investments held 5,067 shares of Xcel Energy worth $374K as of Q4 2025.
Alpha Cubed Investments sold 30 Xcel Energy shares in Q4 2025, an estimated $2.37K.
Xcel Energy made up 0.01% of Alpha Cubed Investments's portfolio in Q4 2025, its #212 holding.
Alpha Cubed Investments first reported a position in Xcel Energy in Q1 2024 and has held it in 6 quarters since.
Alpha Cubed Investments's Xcel Energy position peaked at $411K in Q3 2025.
1,251 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.