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Brown Financial Advisors’s Xcel Energy XEL Stock Holding History

Brown Financial Advisors’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
-6,622
Closed -$451K – 170
2025
Q2 		$451K Sell
6,622
-139
-2% -$9.64K 0.18% 112
2025
Q1 		$479K Sell
6,761
-152
-2% -$10.3K 0.2% 99
2024
Q4 		$467K Sell
6,913
-1,157
-14% -$77.6K 0.19% 101
2024
Q3 		$527K Sell
8,070
-4,799
-37% -$285K 0.22% 93
2024
Q2 		$687K Buy
+12,869
New +$700K 0.31% 109

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Brown Financial Advisors's XEL Position: Q3 2025 in Review

Brown Financial Advisors sold out of Xcel Energy (XEL) in Q3 2025, closing a stake of 6,622 shares — an estimated $451K sold.

Brown Financial Advisors first reported a position in XEL in Q2 2024 and held it in 5 quarters. The position peaked at $687K in Q2 2024. 1,185 funds tracked by Wall St. Rank hold XEL as of Q3 2025.

  • Brown Financial Advisors reported no remaining Xcel Energy position as of Q3 2025 after selling out during the quarter.
  • Brown Financial Advisors sold 6,622 Xcel Energy shares in Q3 2025, an estimated $451K.
  • Brown Financial Advisors first reported a position in Xcel Energy in Q2 2024 and held it in 5 quarters.
  • Brown Financial Advisors's Xcel Energy position peaked at $687K in Q2 2024.
  • 1,185 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2025.

Based on Brown Financial Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.