Austin Private Wealth’s Xcel Energy XEL Stock Holding History

Austin Private Wealth’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	$277K	Sell	3,745 -20	-0.5%	-$1.58K	0.02%	241
2025 Q3	$304K	Sell	3,765 -15	-0.4%	-$1.08K	0.02%	237
2025 Q2	$257K	Sell	3,780 -100	-3%	-$6.93K	0.02%	259
2025 Q1	$275K	Buy	3,880 +26	+0.7%	+$1.77K	0.02%	237
2024 Q4	$260K	Buy	3,854 +58	+2%	+$3.89K	0.02%	235
2024 Q3	$248K	Buy	3,796 +5	+0.1%	+$297	0.02%	226
2024 Q2	$202K	Buy	3,791 +2	+0.1%	+$109	0.02%	222
2024 Q1	$205K	Buy	3,789 +2	+0.1%	+$114	0.02%	215
2023 Q4	$234K	Sell	3,787 -36	-0.9%	-$2.16K	0.03%	182
2023 Q3	$219K	Hold	3,823	–	–	0.03%	154
2023 Q2	$238K	Buy	3,823 +264	+7%	+$17.6K	0.03%	145
2023 Q1	$240K	Hold	3,559	–	–	0.04%	131
2022 Q4	$250K	Hold	3,559	–	–	0.04%	129
2022 Q3	$228K	Hold	3,559	–	–	0.05%	113
2022 Q2	$252K	Hold	3,559	–	–	0.06%	108
2022 Q1	$257K	Hold	3,559	–	–	0.05%	112
2021 Q4	$241K	Hold	3,559	–	–	0.05%	128
2021 Q3	$222K	Hold	3,559	–	–	0.05%	122
2021 Q2	$234K	Hold	3,559	–	–	0.05%	114
2021 Q1	$237K	Hold	3,559	–	–	0.06%	104
2020 Q4	$237K	Buy	+3,559	New	+$248K	0.07%	101

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Austin Private Wealth's XEL Position: Q4 2025 in Review

Austin Private Wealth reduced its Xcel Energy (XEL) stake by 0.53% in Q4 2025, selling an estimated $1.58K and leaving 3,745 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #241.

Austin Private Wealth first reported a position in XEL in Q4 2020 and has held it in 21 quarters since. The position peaked at $304K in Q3 2025. 1,246 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

Austin Private Wealth held 3,745 shares of Xcel Energy worth $277K as of Q4 2025.
Austin Private Wealth sold 20 Xcel Energy shares in Q4 2025, an estimated $1.58K.
Xcel Energy made up 0.02% of Austin Private Wealth's portfolio in Q4 2025, its #241 holding.
Austin Private Wealth first reported a position in Xcel Energy in Q4 2020 and has held it in 21 quarters since.
Austin Private Wealth's Xcel Energy position peaked at $304K in Q3 2025.
1,246 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.