Atticus Wealth Management’s Xcel Energy XEL Stock Holding History

Atticus Wealth 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 Q3	–	Sell	-200	Closed	-$13.6K	–	652
2025 Q2	$13.6K	Sell	200 -20	-9%	-$1.39K	﹤0.01%	448
2025 Q1	$15.6K	Hold	220	–	–	0.01%	347
2024 Q4	$14.9K	Hold	220	–	–	﹤0.01%	359
2024 Q3	$14.4K	Sell	220 -10	-4%	-$593	﹤0.01%	364
2024 Q2	$12.3K	Hold	230	–	–	﹤0.01%	361
2024 Q1	$12.4K	Hold	230	–	–	﹤0.01%	373
2023 Q4	$14.2K	Hold	230	–	–	0.01%	367
2023 Q3	$13.2K	Hold	230	–	–	0.01%	380
2023 Q2	$14.3K	Hold	230	–	–	0.01%	367
2023 Q1	$15.5K	Hold	230	–	–	0.01%	341
2022 Q4	$16.1K	Hold	230	–	–	0.01%	353
2022 Q3	$16K	Hold	230	–	–	0.01%	342
2022 Q2	$16K	Hold	230	–	–	0.01%	371
2022 Q1	$17K	Hold	230	–	–	0.01%	357
2021 Q4	$16K	Buy	+230	New	+$15K	0.01%	327

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Atticus Wealth Management's XEL Position: Q3 2025 in Review

Atticus Wealth Management sold out of Xcel Energy (XEL) in Q3 2025, closing a stake of 200 shares — an estimated $13.6K sold.

Atticus Wealth Management first reported a position in XEL in Q4 2021 and held it in 15 quarters. The position peaked at $17K in Q1 2022. 1,185 funds tracked by Wall St. Rank hold XEL as of Q3 2025.

Atticus Wealth Management reported no remaining Xcel Energy position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 200 Xcel Energy shares in Q3 2025, an estimated $13.6K.
Atticus Wealth Management first reported a position in Xcel Energy in Q4 2021 and held it in 15 quarters.
Atticus Wealth Management's Xcel Energy position peaked at $17K in Q1 2022.
1,185 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.