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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
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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Atria Wealth Solutions's XEL Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Xcel Energy (XEL) stake by 58% in Q2 2025, selling an estimated $400K and leaving 4,171 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #1181.

Atria Wealth Solutions first reported a position in XEL in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.12M in Q4 2024. 1,133 funds tracked by Wall St. Rank hold XEL as of Q2 2025.

  • Atria Wealth Solutions held 4,171 shares of Xcel Energy worth $285K as of Q2 2025.
  • Atria Wealth Solutions sold 5,770 Xcel Energy shares in Q2 2025, an estimated $400K.
  • Xcel Energy made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1181 holding.
  • Atria Wealth Solutions first reported a position in Xcel Energy in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Xcel Energy position peaked at $1.12M in Q4 2024.
  • 1,133 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.