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Carolinas Wealth Consulting’s Xcel Energy XEL Stock Holding History

Carolinas Wealth Consulting’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
-112
Closed -$7.93K – 975
2025
Q1 		$7.93K Sell
112
-34
-23% -$2.31K ﹤0.01% 550
2024
Q4 		$9.8K Buy
146
+39
+36% +$2.62K ﹤0.01% 549
2024
Q3 		$7.01K Buy
107
+5
+5% +$297 ﹤0.01% 613
2024
Q2 		$5.42K Buy
102
+41
+67% +$2.23K ﹤0.01% 641
2024
Q1 		$3.33K Sell
61
-28
-31% -$1.6K ﹤0.01% 707
2023
Q4 		$5.56K Sell
89
-13
-13% -$780 ﹤0.01% 606
2023
Q3 		$6.06K Sell
102
-40
-28% -$2.4K ﹤0.01% 584
2023
Q2 		$8.91K Buy
142
+2
+1% +$134 ﹤0.01% 608
2023
Q1 		$9.51K Buy
140
+24
+21% +$1.62K ﹤0.01% 613
2022
Q4 		$8.19K Buy
116
+60
+107% +$3.99K ﹤0.01% 642
2022
Q3 		$4K Hold
56
– – ﹤0.01% 696
2022
Q2 		$4K Sell
56
-62
-53% -$4.51K ﹤0.01% 699
2022
Q1 		$9K Buy
118
+1
+0.9% +$69 ﹤0.01% 626
2021
Q4 		$8K Sell
117
-1
-0.8% -$65 ﹤0.01% 653
2021
Q3 		$7K Buy
118
+1
+0.9% +$68 ﹤0.01% 640
2021
Q2 		$8K Buy
117
+1
+0.9% +$70 ﹤0.01% 639
2021
Q1 		$8K Hold
116
– – ﹤0.01% 649
2020
Q4 		$8K Hold
116
– – ﹤0.01% 604
2020
Q3 		$8K Buy
116
+24
+26% +$1.64K ﹤0.01% 517
2020
Q2 		$6K Buy
+92
New +$5.8K ﹤0.01% 386

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

Carolinas Wealth Consulting's XEL Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Xcel Energy (XEL) in Q2 2025, closing a stake of 112 shares — an estimated $7.93K sold.

Carolinas Wealth Consulting first reported a position in XEL in Q2 2020 and held it in 20 quarters. The position peaked at $9.8K in Q4 2024. 1,132 funds tracked by Wall St. Rank hold XEL as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Xcel Energy position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 112 Xcel Energy shares in Q2 2025, an estimated $7.93K.
  • Carolinas Wealth Consulting first reported a position in Xcel Energy in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Xcel Energy position peaked at $9.8K in Q4 2024.
  • 1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.