Coastal Bridge Advisors’s Xcel Energy XEL Stock Holding History

Coastal Bridge Advisors’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	-4,308	Closed	-$305K	–	463
2025 Q1	$305K	Buy	+4,308	New	+$293K	0.03%	338
2024 Q4	–	Sell	-3,334	Closed	-$218K	–	180
2024 Q3	$218K	Sell	3,334 -1,464	-31%	-$86.8K	0.05%	150
2024 Q2	$256K	Sell	4,798 -3,629	-43%	-$197K	0.06%	126
2024 Q1	$453K	Sell	8,427 -1,434	-15%	-$81.9K	0.1%	100
2023 Q4	$610K	Sell	9,861 -5,800	-37%	-$348K	0.16%	82
2023 Q3	$896K	Buy	15,661 +64	+0.4%	+$3.85K	0.24%	69
2023 Q2	$970K	Buy	+15,597	New	+$1.04M	0.24%	63

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

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

Coastal Bridge Advisors's XEL Position: Q2 2025 in Review

Coastal Bridge Advisors sold out of Xcel Energy (XEL) in Q2 2025, closing a stake of 4,308 shares — an estimated $305K sold.

Coastal Bridge Advisors first reported a position in XEL in Q2 2023 and held it in 7 quarters. The position peaked at $970K in Q2 2023. 1,133 funds tracked by Wall St. Rank hold XEL as of Q2 2025.

Coastal Bridge Advisors reported no remaining Xcel Energy position as of Q2 2025 after selling out during the quarter.
Coastal Bridge Advisors sold 4,308 Xcel Energy shares in Q2 2025, an estimated $305K.
Coastal Bridge Advisors first reported a position in Xcel Energy in Q2 2023 and held it in 7 quarters.
Coastal Bridge Advisors's Xcel Energy position peaked at $970K in Q2 2023.
1,133 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2025.

Based on Coastal Bridge Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.