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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

CRA Financial Services's XEL Position: Q2 2025 in Review

CRA Financial Services sold out of Xcel Energy (XEL) in Q2 2025, closing a stake of 3,177 shares — an estimated $225K sold.

CRA Financial Services first reported a position in XEL in Q1 2020 and held it in 18 quarters. The position peaked at $288K in Q1 2022. 1,133 funds tracked by Wall St. Rank hold XEL as of Q2 2025.

CRA Financial Services reported no remaining Xcel Energy position as of Q2 2025 after selling out during the quarter.
CRA Financial Services sold 3,177 Xcel Energy shares in Q2 2025, an estimated $225K.
CRA Financial Services first reported a position in Xcel Energy in Q1 2020 and held it in 18 quarters.
CRA Financial Services's Xcel Energy position peaked at $288K in Q1 2022.
1,133 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2025.

Based on CRA Financial Services's 13F filing for Q2 2025, filed 14 Jul 2025.