Atria Wealth Solutions’s Xcel Energy XEL Stock Holding History

Atria Wealth Solutions’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	$285K	Sell	4,171 -5,770	-58%	-$400K	0.01%	1181
2025 Q1	$704K	Sell	9,941 -6,574	-40%	-$448K	0.01%	1030
2024 Q4	$1.12M	Buy	16,515 +8,868	+116%	+$595K	0.01%	888
2024 Q3	$499K	Sell	7,647 -306	-4%	-$18.1K	0.01%	1248
2024 Q2	$425K	Sell	7,953 -9,776	-55%	-$532K	﹤0.01%	1314
2024 Q1	$961K	Buy	17,729 +9,507	+116%	+$543K	0.01%	924
2023 Q4	$509K	Sell	8,222 -1,613	-16%	-$96.8K	0.01%	1198
2023 Q3	$563K	Buy	9,835 +1,052	+12%	+$63.2K	0.01%	1078
2023 Q2	$546K	Buy	8,783 +22	+0.3%	+$1.47K	0.01%	1113
2023 Q1	$595K	Sell	8,761 -85	-1%	-$5.74K	0.01%	1031
2022 Q4	$620K	Buy	8,846 +66	+0.8%	+$4.39K	0.01%	977
2022 Q3	$562K	Buy	8,780 +1,883	+27%	+$137K	0.01%	964
2022 Q2	$488K	Buy	6,897 +3,810	+123%	+$277K	0.01%	987
2022 Q1	$224K	Buy	+3,087	New	+$212K	﹤0.01%	1512

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

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