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Coppell Advisory Solutions’s Xcel Energy XEL Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-648
Closed -$43.8K – 1903
2024
Q4 		$43.8K Hold
648
– – 0.01% 625
2024
Q3 		$41.8K Buy
648
+154
+31% +$9.13K 0.01% 606
2024
Q2 		$26.4K Buy
+494
New +$26.9K ﹤0.01% 679
2023
Q4 		$30.6K Buy
+494
New +$29.6K 0.01% 618
2023
Q3 		– Sell
-19
Closed -$1.17K – 1577
2023
Q2 		$1.17K Buy
+19
New +$1.27K ﹤0.01% 1115

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Coppell Advisory Solutions's XEL Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Xcel Energy (XEL) in Q1 2025, closing a stake of 648 shares — an estimated $43.8K sold.

Coppell Advisory Solutions first reported a position in XEL in Q2 2023 and held it in 5 quarters. The position peaked at $43.8K in Q4 2024. 1,132 funds tracked by Wall St. Rank hold XEL as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Xcel Energy position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 648 Xcel Energy shares in Q1 2025, an estimated $43.8K.
  • Coppell Advisory Solutions first reported a position in Xcel Energy in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's Xcel Energy position peaked at $43.8K in Q4 2024.
  • 1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.