Alta Advisers’s Xcel Energy XEL Stock Holding History

Alta Advisers’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	-3,083	Closed	-$249K	–	247
2025 Q3	$249K	Hold	3,083	–	–	0.08%	212
2025 Q2	$210K	Hold	3,083	–	–	0.07%	234
2025 Q1	$218K	Buy	+3,083	New	+$210K	0.09%	213
2024 Q4	–	Sell	-1,500	Closed	-$98K	–	407
2024 Q3	$98K	Hold	1,500	–	–	0.04%	301
2024 Q2	$80.1K	Hold	1,500	–	–	0.04%	305
2024 Q1	$80.6K	Hold	1,500	–	–	0.04%	310
2023 Q4	$92.9K	Hold	1,500	–	–	0.05%	274
2023 Q3	$85.8K	Hold	1,500	–	–	0.05%	271
2023 Q2	$93.3K	Hold	1,500	–	–	0.05%	265
2023 Q1	$101K	Hold	1,500	–	–	0.06%	232
2022 Q4	$105K	Hold	1,500	–	–	0.06%	212
2022 Q3	$96K	Buy	+1,500	New	+$109K	0.06%	210

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

Alta Advisers's XEL Position: Q4 2025 in Review

Alta Advisers sold out of Xcel Energy (XEL) in Q4 2025, closing a stake of 3,083 shares — an estimated $249K sold.

Alta Advisers first reported a position in XEL in Q3 2022 and held it in 12 quarters. The position peaked at $249K in Q3 2025. 1,252 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

Alta Advisers reported no remaining Xcel Energy position as of Q4 2025 after selling out during the quarter.
Alta Advisers sold 3,083 Xcel Energy shares in Q4 2025, an estimated $249K.
Alta Advisers first reported a position in Xcel Energy in Q3 2022 and held it in 12 quarters.
Alta Advisers's Xcel Energy position peaked at $249K in Q3 2025.
1,252 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on Alta Advisers's 13F filing for Q4 2025, filed 9 Feb 2026.