Covestor’s Xcel Energy XEL Stock Holding History

Covestor’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
2026 Q1	$18K	Sell	229 -654	-74%	-$51.3K	0.01%	1162
2025 Q4	$65K	Buy	883 +539	+157%	+$42.5K	0.03%	803
2025 Q3	$28K	Sell	344 -55	-14%	-$3.98K	0.02%	1155
2025 Q2	$27K	Sell	399 -1,304	-77%	-$90.4K	0.02%	1136
2025 Q1	$121K	Sell	1,703 -19	-1%	-$1.29K	0.08%	372
2024 Q4	$116K	Sell	1,722 -1,100	-39%	-$73.8K	0.07%	435
2024 Q3	$184K	Buy	2,822 +2,337	+482%	+$139K	0.12%	213
2024 Q2	$26K	Sell	485 -831	-63%	-$45.2K	0.02%	1110
2024 Q1	$71K	Buy	1,316 +1,007	+326%	+$57.5K	0.05%	737
2023 Q4	$19K	Sell	309 -116	-27%	-$6.96K	0.01%	1227
2023 Q3	$25K	Sell	425 -19	-4%	-$1.14K	0.02%	1040
2023 Q2	$28K	Sell	444 -302	-40%	-$20.2K	0.02%	1005
2023 Q1	$50K	Sell	746 -306	-29%	-$20.6K	0.04%	712
2022 Q4	$74K	Buy	1,052 +737	+234%	+$49K	0.06%	559
2022 Q3	$20K	Sell	315 -14	-4%	-$1.02K	0.02%	997
2022 Q2	$23K	Sell	329 -24	-7%	-$1.75K	0.02%	956
2022 Q1	$26K	Sell	353 -104	-23%	-$7.15K	0.02%	992
2021 Q4	$31K	Buy	+457	New	+$29.8K	0.04%	749

Other funds holding XEL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return