Cornerstone Advisors’s Xcel Energy XEL Stock Holding History

Cornerstone 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 Q4	–	Sell	-9,900	Closed	-$798K	–	269
2025 Q3	$798K	Hold	9,900	–	–	0.03%	211
2025 Q2	$674K	Hold	9,900	–	–	0.02%	241
2025 Q1	$701K	Hold	9,900	–	–	0.03%	232
2024 Q4	$668K	Hold	9,900	–	–	0.03%	234
2024 Q3	$646K	Hold	9,900	–	–	0.03%	249
2024 Q2	$529K	Sell	9,900 -25,000	-72%	-$1.36M	0.02%	275
2024 Q1	$1.88M	Hold	34,900	–	–	0.08%	217
2023 Q4	$2.16M	Sell	34,900 -3,900	-10%	-$234K	0.1%	204
2023 Q3	$2.22M	Sell	38,800 -1,800	-4%	-$108K	0.1%	191
2023 Q2	$2.52M	Buy	40,600 +15,600	+62%	+$1.04M	0.12%	168
2023 Q1	$1.69M	Hold	25,000	–	–	0.08%	153
2022 Q4	$1.75M	Hold	25,000	–	–	0.09%	157
2022 Q3	$1.6M	Buy	+25,000	New	+$1.82M	0.08%	167
2021 Q3	–	Sell	-45,000	Closed	-$2.96M	–	197
2021 Q2	$2.96M	Buy	45,000 +10,000	+29%	+$696K	0.18%	142
2021 Q1	$2.33M	Hold	35,000	–	–	0.2%	114
2020 Q4	$2.33M	Buy	35,000 +21,000	+150%	+$1.46M	0.2%	108
2020 Q3	$966K	Hold	14,000	–	–	0.09%	150
2020 Q2	$875K	Hold	14,000	–	–	0.08%	167
2020 Q1	$844K	Hold	14,000	–	–	0.09%	141
2019 Q4	$889K	Buy	+14,000	New	+$876K	0.07%	171
2019 Q1	$2.19M	Hold	39,000	–	–	0.18%	131
2018 Q4	$1.92M	Buy	39,000 +19,000	+95%	+$953K	0.17%	145
2018 Q3	$944K	Buy	+20,000	New	+$944K	0.07%	195
2018 Q1	–	Sell	-29,500	Closed	-$1.42M	–	246
2017 Q4	$1.42M	Hold	29,500	–	–	0.16%	160
2017 Q3	$1.4M	Buy	29,500 +20,000	+211%	+$960K	0.16%	167
2017 Q2	$436K	Hold	9,500	–	–	0.08%	202
2017 Q1	$422K	Hold	9,500	–	–	0.08%	187
2016 Q4	$387K	Hold	9,500	–	–	0.07%	196
2016 Q3	$391K	Hold	9,500	–	–	0.1%	163
2016 Q2	$425K	Hold	9,500	–	–	0.11%	170
2016 Q1	$397K	Hold	9,500	–	–	0.1%	169
2015 Q4	$341K	Hold	9,500	–	–	0.08%	184
2015 Q3	$336K	Hold	9,500	–	–	0.08%	192
2015 Q2	$306K	Hold	9,500	–	–	0.07%	182
2015 Q1	$331K	Hold	9,500	–	–	0.07%	201
2014 Q4	$341K	Hold	9,500	–	–	0.07%	223
2014 Q3	$289K	Hold	9,500	–	–	0.06%	234
2014 Q2	$306K	Hold	9,500	–	–	0.06%	231
2014 Q1	$288K	Hold	9,500	–	–	0.07%	234
2013 Q4	$265K	Hold	9,500	–	–	0.07%	229
2013 Q3	$262K	Hold	9,500	–	–	0.09%	206
2013 Q2	$269K	Buy	+9,500	New	+$284K	0.11%	177

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Cornerstone Advisors's XEL Position: Q4 2025 in Review

Cornerstone Advisors sold out of Xcel Energy (XEL) in Q4 2025, closing a stake of 9,900 shares — an estimated $798K sold.

Cornerstone Advisors first reported a position in XEL in Q2 2013 and held it in 42 quarters. The position peaked at $2.96M in Q2 2021. 1,247 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

Cornerstone Advisors reported no remaining Xcel Energy position as of Q4 2025 after selling out during the quarter.
Cornerstone Advisors sold 9,900 Xcel Energy shares in Q4 2025, an estimated $798K.
Cornerstone Advisors first reported a position in Xcel Energy in Q2 2013 and held it in 42 quarters.
Cornerstone Advisors's Xcel Energy position peaked at $2.96M in Q2 2021.
1,247 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on Cornerstone Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.