Aware Super’s Xcel Energy XEL Stock Holding History

Aware Super’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	-272,248	Closed	-$19.3M	–	261
2025 Q1	$19.3M	Sell	272,248 -293,703	-52%	-$20M	0.33%	95
2024 Q4	$38.2M	Buy	+565,951	New	+$38M	0.61%	27

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Aware Super's XEL Position: Q2 2025 in Review

Aware Super sold out of Xcel Energy (XEL) in Q2 2025, closing a stake of 272,248 shares — an estimated $19.3M sold.

Aware Super first reported a position in XEL in Q4 2024 and held it in 2 quarters. The position peaked at $38.2M in Q4 2024. 1,132 funds tracked by Wall St. Rank hold XEL as of Q2 2025.

Aware Super reported no remaining Xcel Energy position as of Q2 2025 after selling out during the quarter.
Aware Super sold 272,248 Xcel Energy shares in Q2 2025, an estimated $19.3M.
Aware Super first reported a position in Xcel Energy in Q4 2024 and held it in 2 quarters.
Aware Super's Xcel Energy position peaked at $38.2M in Q4 2024.
1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2025.

Based on Aware Super's 13F filing for Q2 2025, filed 29 Jul 2025.