Blueshift Asset Management’s Xcel Energy XEL Stock Holding History

Blueshift Asset Management’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	-6,277	Closed	-$427K	–	643
2025 Q2	$427K	Buy	+6,277	New	+$435K	0.13%	214
2022 Q3	–	Sell	-10,153	Closed	-$718K	–	867
2022 Q2	$718K	Sell	10,153 -27,431	-73%	-$2M	0.12%	253
2022 Q1	$2.71M	Buy	+37,584	New	+$2.58M	0.25%	110
2021 Q4	–	Sell	-25,028	Closed	-$1.56M	–	1269
2021 Q3	$1.56M	Buy	25,028 +558	+2%	+$37.7K	0.09%	294
2021 Q2	$1.61M	Buy	24,470 +12,144	+99%	+$845K	0.09%	254
2021 Q1	$820K	Buy	+12,326	New	+$779K	0.08%	325
2020 Q2	–	Sell	-3,912	Closed	-$236K	–	576
2020 Q1	$236K	Buy	+3,912	New	+$255K	0.22%	119
2019 Q4	–	Sell	-5,277	Closed	-$342K	–	1067
2019 Q3	$342K	Buy	+5,277	New	+$329K	0.05%	483
2019 Q2	–	Sell	-167,266	Closed	-$9.4M	–	996
2019 Q1	$9.4M	Buy	167,266 +95,310	+132%	+$5.07M	1.32%	2
2018 Q4	$3.54M	Buy	+71,956	New	+$3.61M	0.66%	9

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Blueshift Asset Management's XEL Position: Q3 2025 in Review

Blueshift Asset Management sold out of Xcel Energy (XEL) in Q3 2025, closing a stake of 6,277 shares — an estimated $427K sold.

Blueshift Asset Management first reported a position in XEL in Q4 2018 and held it in 10 quarters. The position peaked at $9.4M in Q1 2019. 1,185 funds tracked by Wall St. Rank hold XEL as of Q3 2025.

Blueshift Asset Management reported no remaining Xcel Energy position as of Q3 2025 after selling out during the quarter.
Blueshift Asset Management sold 6,277 Xcel Energy shares in Q3 2025, an estimated $427K.
Blueshift Asset Management first reported a position in Xcel Energy in Q4 2018 and held it in 10 quarters.
Blueshift Asset Management's Xcel Energy position peaked at $9.4M in Q1 2019.
1,185 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2025.

Based on Blueshift Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.