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Clarius Group LLC’s Xcel Energy XEL Stock Holding History

Clarius Group LLC’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
-3,701
Closed -$252K – 486
2025
Q2 		$252K Buy
3,701
+1
+0% +$69 0.01% 403
2025
Q1 		$262K Sell
3,700
-40
-1% -$2.72K 0.02% 386
2024
Q4 		$253K Sell
3,740
-248
-6% -$16.6K 0.02% 361
2024
Q3 		$260K Buy
3,988
+15
+0.4% +$890 0.02% 352
2024
Q2 		$212K Buy
+3,973
New +$216K 0.02% 406
2024
Q1 		– Sell
-5,542
Closed -$343K – 501
2023
Q4 		$343K Buy
5,542
+912
+20% +$54.7K 0.03% 321
2023
Q3 		$265K Sell
4,630
-2,236
-33% -$134K 0.03% 372
2023
Q2 		$427K Buy
6,866
+395
+6% +$26.4K 0.03% 299
2023
Q1 		$436K Sell
6,471
-74
-1% -$4.99K 0.04% 287
2022
Q4 		$459K Buy
6,545
+208
+3% +$13.8K 0.04% 268
2022
Q3 		$406K Buy
6,337
+475
+8% +$34.6K 0.04% 264
2022
Q2 		$415K Buy
5,862
+245
+4% +$17.8K 0.04% 251
2022
Q1 		$380K Hold
5,617
– – 0.03% 304
2021
Q4 		$380K Buy
5,617
+500
+10% +$32.6K 0.03% 304
2021
Q3 		$320K Sell
5,117
-72
-1% -$4.86K 0.03% 306
2021
Q2 		$342K Buy
5,189
+180
+4% +$12.5K 0.03% 286
2021
Q1 		$333K Sell
5,009
-816
-14% -$51.6K 0.03% 271
2020
Q4 		$388K Buy
5,825
+778
+15% +$54.2K 0.04% 212
2020
Q3 		$348K Buy
5,047
+639
+14% +$43.6K 0.04% 192
2020
Q2 		$276K Buy
4,408
+295
+7% +$18.6K 0.04% 222
2020
Q1 		$248K Buy
4,113
+428
+12% +$27.9K 0.05% 214
2019
Q4 		$238K Sell
3,685
-2
-0.1% -$125 0.04% 249
2019
Q3 		$239K Sell
3,687
-287
-7% -$17.9K 0.04% 239
2019
Q2 		$236K Buy
+3,974
New +$228K 0.05% 215

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

Clarius Group LLC's XEL Position: Q3 2025 in Review

Clarius Group LLC sold out of Xcel Energy (XEL) in Q3 2025, closing a stake of 3,701 shares — an estimated $252K sold.

Clarius Group LLC first reported a position in XEL in Q2 2019 and held it in 24 quarters. The position peaked at $459K in Q4 2022. 1,185 funds tracked by Wall St. Rank hold XEL as of Q3 2025.

  • Clarius Group LLC reported no remaining Xcel Energy position as of Q3 2025 after selling out during the quarter.
  • Clarius Group LLC sold 3,701 Xcel Energy shares in Q3 2025, an estimated $252K.
  • Clarius Group LLC first reported a position in Xcel Energy in Q2 2019 and held it in 24 quarters.
  • Clarius Group LLC's Xcel Energy position peaked at $459K in Q4 2022.
  • 1,185 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2025.

Based on Clarius Group LLC's 13F filing for Q3 2025, filed 14 Oct 2025.