AFM
XEL icon

Aspetuck Financial Management’s Xcel Energy XEL Stock Holding History

Aspetuck Financial 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
Q1 		– Sell
-1,760
Closed -$119K – 194
2024
Q4 		$119K Buy
+1,760
New +$118K 0.09% 83

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aspetuck Financial Management's XEL Position: Q1 2025 in Review

Aspetuck Financial Management sold out of Xcel Energy (XEL) in Q1 2025, closing a stake of 1,760 shares — an estimated $119K sold.

Aspetuck Financial Management first reported a position in XEL in Q4 2024 and held it in 1 quarter. The position peaked at $119K in Q4 2024. 1,132 funds tracked by Wall St. Rank hold XEL as of Q1 2025.

  • Aspetuck Financial Management reported no remaining Xcel Energy position as of Q1 2025 after selling out during the quarter.
  • Aspetuck Financial Management sold 1,760 Xcel Energy shares in Q1 2025, an estimated $119K.
  • Aspetuck Financial Management first reported a position in Xcel Energy in Q4 2024 and held it in 1 quarter.
  • Aspetuck Financial Management's Xcel Energy position peaked at $119K in Q4 2024.
  • 1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2025.

Based on Aspetuck Financial Management's 13F filing for Q1 2025, filed 23 Apr 2025.