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BNC Wealth Management’s Xcel Energy XEL Stock Holding History

BNC Wealth 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
Q2 		– Sell
-5,629
Closed -$398K – 107
2025
Q1 		$398K Buy
+5,629
New +$383K 0.14% 71
2020
Q4 		– Sell
-629
Closed -$43K – 475
2020
Q3 		$43K Buy
+629
New +$42.9K 0.03% 176

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

BNC Wealth Management's XEL Position: Q2 2025 in Review

BNC Wealth Management sold out of Xcel Energy (XEL) in Q2 2025, closing a stake of 5,629 shares — an estimated $398K sold.

BNC Wealth Management first reported a position in XEL in Q3 2020 and held it in 2 quarters. The position peaked at $398K in Q1 2025. 1,132 funds tracked by Wall St. Rank hold XEL as of Q2 2025.

  • BNC Wealth Management reported no remaining Xcel Energy position as of Q2 2025 after selling out during the quarter.
  • BNC Wealth Management sold 5,629 Xcel Energy shares in Q2 2025, an estimated $398K.
  • BNC Wealth Management first reported a position in Xcel Energy in Q3 2020 and held it in 2 quarters.
  • BNC Wealth Management's Xcel Energy position peaked at $398K in Q1 2025.
  • 1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2025.

Based on BNC Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.