Certuity’s Xcel Energy XEL Stock Holding History

Certuity’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 Q4	–	Sell	-2,954	Closed	-$238K	–	632
2025 Q3	$238K	Buy	+2,954	New	+$214K	0.02%	467

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Certuity's XEL Position: Q4 2025 in Review

Certuity sold out of Xcel Energy (XEL) in Q4 2025, closing a stake of 2,954 shares — an estimated $238K sold.

Certuity first reported a position in XEL in Q3 2025 and held it in 1 quarter. The position peaked at $238K in Q3 2025. 1,250 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

Certuity reported no remaining Xcel Energy position as of Q4 2025 after selling out during the quarter.
Certuity sold 2,954 Xcel Energy shares in Q4 2025, an estimated $238K.
Certuity first reported a position in Xcel Energy in Q3 2025 and held it in 1 quarter.
Certuity's Xcel Energy position peaked at $238K in Q3 2025.
1,250 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on Certuity's 13F filing for Q4 2025, filed 30 Jan 2026.