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Brass Tax Wealth Management’s Xcel Energy XEL Stock Holding History

Brass Tax 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
Q3 		$295K Buy
3,652
+27
+0.7% +$1.95K 0.05% 180
2025
Q2 		$247K Buy
3,625
+28
+0.8% +$1.94K 0.05% 196
2025
Q1 		$255K Buy
3,597
+27
+0.8% +$1.84K 0.05% 178
2024
Q4 		$241K Buy
3,570
+30
+0.8% +$2.01K 0.05% 180
2024
Q3 		$231K Buy
+3,540
New +$210K 0.05% 180

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Brass Tax Wealth Management's XEL Position: Q3 2025 in Review

Brass Tax Wealth Management increased its Xcel Energy (XEL) stake by 0.74% in Q3 2025, buying an estimated $1.95K and bringing the position to 3,652 shares worth $295K. The position accounts for 0.05% of the portfolio, ranked #180.

Brass Tax Wealth Management first reported a position in XEL in Q3 2024 and has held it in 5 quarters since. 1,185 funds tracked by Wall St. Rank hold XEL as of Q3 2025.

  • Brass Tax Wealth Management held 3,652 shares of Xcel Energy worth $295K as of Q3 2025.
  • Brass Tax Wealth Management bought 27 Xcel Energy shares in Q3 2025, an estimated $1.95K.
  • Xcel Energy made up 0.05% of Brass Tax Wealth Management's portfolio in Q3 2025, its #180 holding.
  • Brass Tax Wealth Management first reported a position in Xcel Energy in Q3 2024 and has held it in 5 quarters since.
  • 1,185 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.