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Capital A Wealth Management’s Xcel Energy XEL Stock Holding History

Capital A 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
-10
Closed -$708 – 846
2025
Q1 		$708 Hold
10
– – ﹤0.01% 581
2024
Q4 		$675 Buy
+10
New +$671 ﹤0.01% 615

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

Capital A Wealth Management's XEL Position: Q2 2025 in Review

Capital A Wealth Management sold out of Xcel Energy (XEL) in Q2 2025, closing a stake of 10 shares — an estimated $708 sold.

Capital A Wealth Management first reported a position in XEL in Q4 2024 and held it in 2 quarters. The position peaked at $708 in Q1 2025. 1,132 funds tracked by Wall St. Rank hold XEL as of Q2 2025.

  • Capital A Wealth Management reported no remaining Xcel Energy position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 10 Xcel Energy shares in Q2 2025, an estimated $708.
  • Capital A Wealth Management first reported a position in Xcel Energy in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Xcel Energy position peaked at $708 in Q1 2025.
  • 1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.