APA
XEL icon

Astoria Portfolio Advisors’s Xcel Energy XEL Stock Holding History

Astoria Portfolio Advisors’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
-4,231
Closed -$346K – 336
2025
Q3 		$346K Buy
+4,231
New +$306K 0.09% 181
2023
Q3 		– Sell
-3,978
Closed -$256K – 195
2023
Q2 		$256K Sell
3,978
-86
-2% -$5.74K 0.1% 160
2023
Q1 		$278K Buy
+4,064
New +$274K 0.12% 147

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Astoria Portfolio Advisors's XEL Position: Q4 2025 in Review

Astoria Portfolio Advisors sold out of Xcel Energy (XEL) in Q4 2025, closing a stake of 4,231 shares — an estimated $346K sold.

Astoria Portfolio Advisors first reported a position in XEL in Q1 2023 and held it in 3 quarters. The position peaked at $346K in Q3 2025. 1,253 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

  • Astoria Portfolio Advisors reported no remaining Xcel Energy position as of Q4 2025 after selling out during the quarter.
  • Astoria Portfolio Advisors sold 4,231 Xcel Energy shares in Q4 2025, an estimated $346K.
  • Astoria Portfolio Advisors first reported a position in Xcel Energy in Q1 2023 and held it in 3 quarters.
  • Astoria Portfolio Advisors's Xcel Energy position peaked at $346K in Q3 2025.
  • 1,253 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on Astoria Portfolio Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.