Cloud Capital Management’s Xcel Energy XEL Stock Holding History

Cloud Capital 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 Q4	–	Sell	-58	Closed	-$4K	–	1538
2025 Q3	$4K	Buy	+58	New	+$4.2K	﹤0.01%	533

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 $3.38T AUM 44.17% 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

Cloud Capital Management's XEL Position: Q4 2025 in Review

Cloud Capital Management sold out of Xcel Energy (XEL) in Q4 2025, closing a stake of 58 shares — an estimated $4K sold.

Cloud Capital Management first reported a position in XEL in Q3 2025 and held it in 1 quarter. The position peaked at $4K in Q3 2025. 1,253 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

Cloud Capital Management reported no remaining Xcel Energy position as of Q4 2025 after selling out during the quarter.
Cloud Capital Management sold 58 Xcel Energy shares in Q4 2025, an estimated $4K.
Cloud Capital Management first reported a position in Xcel Energy in Q3 2025 and held it in 1 quarter.
Cloud Capital Management's Xcel Energy position peaked at $4K in Q3 2025.
1,253 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on Cloud Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.