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Congress Wealth Management’s Xcel Energy XEL Stock Holding History

Congress Wealth 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
Q2 		$1.47M Buy
21,620
+686
+3% +$47.6K 0.01% 614
2025
Q1 		$1.48M Buy
20,934
+1,291
+7% +$87.9K 0.02% 554
2024
Q4 		$1.33M Buy
19,643
+2,346
+14% +$157K 0.02% 474
2024
Q3 		$1.13M Buy
17,297
+12,825
+287% +$761K 0.02% 499
2024
Q2 		$239K Buy
4,472
+455
+11% +$24.8K ﹤0.01% 660
2024
Q1 		$216K Buy
+4,017
New +$229K ﹤0.01% 565

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

Congress Wealth Management's XEL Position: Q2 2025 in Review

Congress Wealth Management increased its Xcel Energy (XEL) stake by 3.3% in Q2 2025, buying an estimated $47.6K and bringing the position to 21,620 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #614.

Congress Wealth Management first reported a position in XEL in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.48M in Q1 2025. 1,132 funds tracked by Wall St. Rank hold XEL as of Q2 2025.

  • Congress Wealth Management held 21,620 shares of Xcel Energy worth $1.47M as of Q2 2025.
  • Congress Wealth Management bought 686 Xcel Energy shares in Q2 2025, an estimated $47.6K.
  • Xcel Energy made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #614 holding.
  • Congress Wealth Management first reported a position in Xcel Energy in Q1 2024 and has held it in 6 quarters since.
  • Congress Wealth Management's Xcel Energy position peaked at $1.48M in Q1 2025.
  • 1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.