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Annex Advisory Services’s Xcel Energy XEL Stock Holding History

Annex Advisory Services’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
-2,922
Closed -$207K – 341
2025
Q1 		$207K Buy
+2,922
New +$199K 0.01% 290

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Annex Advisory Services's XEL Position: Q2 2025 in Review

Annex Advisory Services sold out of Xcel Energy (XEL) in Q2 2025, closing a stake of 2,922 shares — an estimated $207K sold.

Annex Advisory Services first reported a position in XEL in Q1 2025 and held it in 1 quarter. The position peaked at $207K in Q1 2025. 1,132 funds tracked by Wall St. Rank hold XEL as of Q2 2025.

  • Annex Advisory Services reported no remaining Xcel Energy position as of Q2 2025 after selling out during the quarter.
  • Annex Advisory Services sold 2,922 Xcel Energy shares in Q2 2025, an estimated $207K.
  • Annex Advisory Services first reported a position in Xcel Energy in Q1 2025 and held it in 1 quarter.
  • Annex Advisory Services's Xcel Energy position peaked at $207K in Q1 2025.
  • 1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2025.

Based on Annex Advisory Services's 13F filing for Q2 2025, filed 11 Jul 2025.