Axa’s Xcel Energy XEL Stock Holding History

Axa’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	-169,257	Closed	-$11.5M	–	1037
2025 Q2	$11.5M	Buy	169,257 +73,375	+77%	+$5.09M	0.03%	382
2025 Q1	$6.79M	Buy	95,882 +37,578	+64%	+$2.56M	0.02%	472
2024 Q4	$3.94M	Sell	58,304 -1,919	-3%	-$129K	0.01%	599
2024 Q3	$3.93M	Buy	60,223 +21,163	+54%	+$1.26M	0.01%	607
2024 Q2	$2.09M	Buy	39,060 +2,755	+8%	+$150K	0.01%	743
2024 Q1	$1.95M	Buy	36,305 +2,372	+7%	+$135K	0.01%	760
2023 Q4	$2.1M	Buy	33,933 +8,516	+34%	+$511K	0.01%	724
2023 Q3	$1.45M	Buy	25,417 +5,128	+25%	+$308K	0.01%	770
2023 Q2	$1.26M	Buy	20,289 +514	+3%	+$34.3K	﹤0.01%	796
2023 Q1	$1.33M	Sell	19,775 -1,627	-8%	-$110K	﹤0.01%	827
2022 Q4	$1.5M	Buy	21,402 +17,024	+389%	+$1.13M	0.01%	819
2022 Q3	$280K	Sell	4,378 -1,231	-22%	-$89.6K	﹤0.01%	1051
2022 Q2	$397K	Buy	+5,609	New	+$408K	﹤0.01%	999
2022 Q1	–	Sell	-29,903	Closed	-$2.02M	–	1249
2021 Q4	$2.02M	Buy	+29,903	New	+$1.95M	0.01%	843
2021 Q3	–	Sell	-4,549	Closed	-$299K	–	1336
2021 Q2	$299K	Sell	4,549 -159	-3%	-$11.1K	﹤0.01%	1171
2021 Q1	$313K	Sell	4,708 -1,400	-23%	-$88.5K	﹤0.01%	1133
2020 Q4	$407K	Sell	6,108 -6,649	-52%	-$463K	﹤0.01%	1099
2020 Q3	$881K	Sell	12,757 -9,000	-41%	-$614K	﹤0.01%	960
2020 Q2	$1.36M	Sell	21,757 -754	-3%	-$47.5K	0.01%	892
2020 Q1	$1.36M	Buy	22,511 +11,800	+110%	+$769K	0.01%	806
2019 Q4	$680K	Sell	10,711 -12,071	-53%	-$755K	﹤0.01%	947
2019 Q3	$1.48M	Sell	22,782 -67,929	-75%	-$4.23M	0.01%	922
2019 Q2	$5.4M	Sell	90,711 -12,173	-12%	-$700K	0.02%	634
2019 Q1	$5.78M	Sell	102,884 -269,962	-72%	-$14.4M	0.02%	608
2018 Q4	$18.4M	Sell	372,846 -514,600	-58%	-$25.8M	0.08%	282
2018 Q3	$41.9M	Buy	887,446 +339,700	+62%	+$16M	0.15%	176
2018 Q2	$25M	Buy	547,746 +304,846	+126%	+$13.7M	0.1%	253
2018 Q1	$11M	Sell	242,900 -161,427	-40%	-$7.19M	0.04%	415
2017 Q4	$19.5M	Sell	404,327 -6,100	-1%	-$303K	0.08%	303
2017 Q3	$19.4M	Sell	410,427 -25,689	-6%	-$1.23M	0.08%	279
2017 Q2	$20M	Sell	436,116 -97,600	-18%	-$4.49M	0.09%	263
2017 Q1	$23.7M	Buy	533,716 +29,816	+6%	+$1.26M	0.11%	239
2016 Q4	$20.5M	Sell	503,900 -634,300	-56%	-$25.4M	0.1%	253
2016 Q3	$46.8M	Buy	1,138,200 +511,000	+81%	+$21.9M	0.21%	147
2016 Q2	$28.1M	Sell	627,200 -31,300	-5%	-$1.3M	0.13%	220
2016 Q1	$27.5M	Sell	658,500 -899,380	-58%	-$35.1M	0.12%	215
2015 Q4	$55.9M	Sell	1,557,880 -2,497,356	-62%	-$89.2M	0.24%	119
2015 Q3	$144M	Sell	4,055,236 -49,004	-1%	-$1.67M	0.59%	30
2015 Q2	$132M	Sell	4,104,240 -82,826	-2%	-$2.79M	0.53%	37
2015 Q1	$146M	Sell	4,187,066 -108,156	-3%	-$3.87M	0.6%	28
2014 Q4	$154M	Buy	4,295,222 +72,917	+2%	+$2.45M	0.62%	36
2014 Q3	$128M	Buy	4,222,305 +74,480	+2%	+$2.33M	0.55%	40
2014 Q2	$134M	Buy	4,147,825 +202,611	+5%	+$6.28M	0.56%	38
2014 Q1	$120M	Buy	3,945,214 +1,331	+0%	+$38.8K	0.52%	39
2013 Q4	$110M	Buy	3,943,883 +416,400	+12%	+$11.8M	0.49%	44
2013 Q3	$97.4M	Buy	3,527,483 +49,327	+1%	+$1.41M	0.48%	51
2013 Q2	$98.6M	Buy	+3,478,156	New	+$104M	0.52%	44

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

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

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

Axa's XEL Position: Q3 2025 in Review

Axa sold out of Xcel Energy (XEL) in Q3 2025, closing a stake of 169,257 shares — an estimated $11.5M sold.

Axa first reported a position in XEL in Q2 2013 and held it in 47 quarters. The position peaked at $154M in Q4 2014. 1,184 funds tracked by Wall St. Rank hold XEL as of Q3 2025.

Axa reported no remaining Xcel Energy position as of Q3 2025 after selling out during the quarter.
Axa sold 169,257 Xcel Energy shares in Q3 2025, an estimated $11.5M.
Axa first reported a position in Xcel Energy in Q2 2013 and held it in 47 quarters.
Axa's Xcel Energy position peaked at $154M in Q4 2014.
1,184 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2025.

Based on Axa's 13F filing for Q3 2025, filed 14 Nov 2025.