CRA Financial Services’s Xcel Energy XEL Stock Holding History

CRA Financial Services’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	–	Sell	-3,177	Closed	-$225K	–	284
2025 Q1	$225K	Hold	3,177	–	–	0.04%	245
2024 Q4	$215K	Hold	3,177	–	–	0.04%	252
2024 Q3	$207K	Buy	+3,177	New	+$188K	0.04%	257
2023 Q4	–	Sell	-4,145	Closed	-$237K	–	224
2023 Q3	$237K	Buy	4,145 +161	+4%	+$9.68K	0.07%	185
2023 Q2	$248K	Hold	3,984	–	–	0.07%	175
2023 Q1	$269K	Hold	3,984	–	–	0.08%	157
2022 Q4	$279K	Hold	3,984	–	–	0.09%	152
2022 Q3	$255K	Hold	3,984	–	–	0.09%	155
2022 Q2	$282K	Hold	3,984	–	–	0.1%	155
2022 Q1	$288K	Hold	3,984	–	–	0.09%	155
2021 Q4	$270K	Hold	3,984	–	–	0.08%	174
2021 Q3	$249K	Hold	3,984	–	–	0.08%	170
2021 Q2	$262K	Hold	3,984	–	–	0.09%	157
2021 Q1	$265K	Hold	3,984	–	–	0.1%	142
2020 Q4	$266K	Hold	3,984	–	–	0.11%	126
2020 Q3	$275K	Hold	3,984	–	–	0.13%	113
2020 Q2	$249K	Hold	3,984	–	–	0.13%	116
2020 Q1	$240K	Buy	+3,984	New	+$260K	0.15%	111

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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