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Cookson Peirce & Co’s Xcel Energy XEL Stock Holding History

Cookson Peirce & Co’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
-20,156
Closed -$1.63M – 368
2025
Q3 		$1.63M Buy
20,156
+63
+0.3% +$4.56K 0.07% 118
2025
Q2 		$1.37M Buy
20,093
+3,903
+24% +$271K 0.06% 125
2025
Q1 		$1.15M Buy
16,190
+2,021
+14% +$138K 0.06% 122
2024
Q4 		$957K Buy
+14,169
New +$950K 0.04% 131
2018
Q1 		– Sell
-287,415
Closed -$13.8M – 184
2017
Q4 		$13.8M Sell
287,415
-315
-0.1% -$15.6K 1.29% 33
2017
Q3 		$13.6M Buy
287,730
+10,830
+4% +$520K 1.41% 30
2017
Q2 		$12.7M Buy
+276,900
New +$12.7M 1.43% 28
2016
Q4 		– Sell
-127,380
Closed -$5.24M – 183
2016
Q3 		$5.24M Sell
127,380
-38,280
-23% -$1.64M 0.74% 45
2016
Q2 		$7.42M Buy
165,660
+842
+0.5% +$34.8K 1.1% 34
2016
Q1 		$6.89M Sell
164,818
-1,972
-1% -$76.9K 1.09% 35
2015
Q4 		$5.99M Buy
+166,790
New +$5.96M 0.9% 38

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Cookson Peirce & Co's XEL Position: Q4 2025 in Review

Cookson Peirce & Co sold out of Xcel Energy (XEL) in Q4 2025, closing a stake of 20,156 shares — an estimated $1.63M sold.

Cookson Peirce & Co first reported a position in XEL in Q4 2015 and held it in 11 quarters. The position peaked at $13.8M in Q4 2017. 1,247 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

  • Cookson Peirce & Co reported no remaining Xcel Energy position as of Q4 2025 after selling out during the quarter.
  • Cookson Peirce & Co sold 20,156 Xcel Energy shares in Q4 2025, an estimated $1.63M.
  • Cookson Peirce & Co first reported a position in Xcel Energy in Q4 2015 and held it in 11 quarters.
  • Cookson Peirce & Co's Xcel Energy position peaked at $13.8M in Q4 2017.
  • 1,247 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on Cookson Peirce & Co's 13F filing for Q4 2025, filed 11 Feb 2026.