Avion Wealth’s Xcel Energy XEL Stock Holding History

Avion 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
2026 Q1	$11K	Buy	144 +24	+20%	+$1.88K	﹤0.01%	482
2025 Q4	$8K	Sell	120 -13	-10%	-$1.02K	﹤0.01%	564
2025 Q3	$10K	Sell	133 -16	-11%	-$1.16K	﹤0.01%	490
2025 Q2	$10K	Buy	149 +39	+35%	+$2.71K	﹤0.01%	485
2025 Q1	$7K	Hold	110	–	–	﹤0.01%	481
2024 Q4	$7K	Buy	110 +12	+12%	+$805	﹤0.01%	480
2024 Q3	$6K	Buy	98 +71	+263%	+$4.21K	﹤0.01%	504
2024 Q2	$1K	Hold	27	–	–	﹤0.01%	846
2024 Q1	$2K	Sell	27 -24	-47%	-$1.37K	﹤0.01%	806
2023 Q4	$3K	Buy	51 +16	+46%	+$960	﹤0.01%	518
2023 Q3	$1K	Buy	35 +19	+119%	+$1.14K	﹤0.01%	758
2023 Q2	$0	Buy	16 +1	+7%	+$67	﹤0.01%	1072
2023 Q1	$1K	Buy	+15	New	+$1.01K	﹤0.01%	500

Other funds holding XEL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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