AlphaStar Capital Management’s Xcel Energy XEL Stock Holding History

AlphaStar Capital Management’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 Q2	–	Sell	-7,692	Closed	-$545K	–	373
2025 Q1	$545K	Sell	7,692 -16	-0.2%	-$1.09K	0.05%	120
2024 Q4	$520K	Buy	7,708 +2,243	+41%	+$150K	0.05%	126
2024 Q3	$357K	Buy	+5,465	New	+$324K	0.03%	281
2024 Q2	–	Sell	-3,812	Closed	-$205K	–	327
2024 Q1	$205K	Sell	3,812 -76	-2%	-$4.34K	0.02%	277
2023 Q4	$241K	Buy	+3,888	New	+$233K	0.02%	254
2023 Q3	–	Sell	-6,848	Closed	-$426K	–	273
2023 Q2	$426K	Buy	6,848 +1,883	+38%	+$126K	0.05%	196
2023 Q1	$348K	Hold	4,965	–	–	0.03%	216
2022 Q4	$348K	Buy	4,965 +31	+0.6%	+$2.06K	0.04%	236
2022 Q3	$316K	Sell	4,934 -162	-3%	-$11.8K	0.03%	238
2022 Q2	$361K	Buy	+5,096	New	+$371K	0.03%	256

Other funds holding XEL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

AlphaStar Capital Management's XEL Position: Q2 2025 in Review

AlphaStar Capital Management sold out of Xcel Energy (XEL) in Q2 2025, closing a stake of 7,692 shares — an estimated $545K sold.

AlphaStar Capital Management first reported a position in XEL in Q2 2022 and held it in 10 quarters. The position peaked at $545K in Q1 2025. 1,132 funds tracked by Wall St. Rank hold XEL as of Q2 2025.

AlphaStar Capital Management reported no remaining Xcel Energy position as of Q2 2025 after selling out during the quarter.
AlphaStar Capital Management sold 7,692 Xcel Energy shares in Q2 2025, an estimated $545K.
AlphaStar Capital Management first reported a position in Xcel Energy in Q2 2022 and held it in 10 quarters.
AlphaStar Capital Management's Xcel Energy position peaked at $545K in Q1 2025.
1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2025.

Based on AlphaStar Capital Management's 13F filing for Q2 2025, filed 4 Aug 2025.