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Aveo Capital Partners’s Xcel Energy XEL Stock Holding History

Aveo Capital Partners’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 		– Sell
-3,938
Closed -$281K – 166
2025
Q1 		$281K Sell
3,938
-3,003
-43% -$204K 0.05% 149
2024
Q4 		$469K Buy
6,941
+476
+7% +$31.9K 0.05% 216
2024
Q3 		$422K Sell
6,465
-897
-12% -$53.2K 0.04% 225
2024
Q2 		$393K Sell
7,362
-122
-2% -$6.64K 0.04% 225
2024
Q1 		$406K Sell
7,484
-115
-2% -$6.57K 0.04% 249
2023
Q4 		$470K Buy
7,599
+33
+0.4% +$1.98K 0.06% 213
2023
Q3 		$433K Sell
7,566
-123
-2% -$7.39K 0.06% 216
2023
Q2 		$478K Sell
7,689
-8,535
-53% -$570K 0.06% 210
2023
Q1 		$1.09M Buy
16,224
+3,099
+24% +$209K 0.15% 108
2022
Q4 		$920K Sell
13,125
-26
-0.2% -$1.73K 0.14% 118
2022
Q3 		$842K Sell
13,151
-389
-3% -$28.3K 0.15% 112
2022
Q2 		$958K Buy
13,540
+3,435
+34% +$250K 0.16% 117
2022
Q1 		$729K Sell
10,105
-501
-5% -$34.4K 0.13% 136
2021
Q4 		$718K Buy
10,606
+35
+0.3% +$2.28K 0.13% 143
2021
Q3 		$661K Sell
10,571
-24
-0.2% -$1.62K 0.14% 138
2021
Q2 		$698K Sell
10,595
-401
-4% -$27.9K 0.15% 130
2021
Q1 		$731K Buy
10,996
+7,178
+188% +$454K 0.18% 107
2020
Q4 		$255K Sell
3,818
-7,565
-66% -$527K 0.39% 57
2020
Q3 		$786K Buy
11,383
+7,955
+232% +$543K 0.28% 73
2020
Q2 		$214K Sell
3,428
-8,247
-71% -$520K 0.43% 51
2020
Q1 		$704K Buy
11,675
+7,256
+164% +$473K 0.34% 65
2019
Q4 		$281K Sell
4,419
-82
-2% -$5.13K 0.11% 153
2019
Q3 		$277K Buy
4,501
+557
+14% +$34.7K 0.11% 143
2019
Q2 		$238K Hold
3,944
– – 0.1% 158
2019
Q1 		$222K Buy
+3,944
New +$210K 0.1% 146
2017
Q1 		– Sell
-7,289
Closed -$297K – 235
2016
Q4 		$297K Buy
+7,289
New +$291K 0.08% 153

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Aveo Capital Partners's XEL Position: Q2 2025 in Review

Aveo Capital Partners sold out of Xcel Energy (XEL) in Q2 2025, closing a stake of 3,938 shares — an estimated $281K sold.

Aveo Capital Partners first reported a position in XEL in Q4 2016 and held it in 26 quarters. The position peaked at $1.09M in Q1 2023. 1,133 funds tracked by Wall St. Rank hold XEL as of Q2 2025.

  • Aveo Capital Partners reported no remaining Xcel Energy position as of Q2 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 3,938 Xcel Energy shares in Q2 2025, an estimated $281K.
  • Aveo Capital Partners first reported a position in Xcel Energy in Q4 2016 and held it in 26 quarters.
  • Aveo Capital Partners's Xcel Energy position peaked at $1.09M in Q1 2023.
  • 1,133 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.