CAM
XEL icon

Creekmur Asset Management’s Xcel Energy XEL Stock Holding History

Creekmur Asset Management’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
-16
Closed -$1.08K – 1005
2024
Q4 		$1.08K Hold
16
– – ﹤0.01% 665
2024
Q3 		$1.04K Hold
16
– – ﹤0.01% 729
2024
Q2 		$855 Buy
+16
New +$870 ﹤0.01% 802

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

Creekmur Asset Management's XEL Position: Q1 2025 in Review

Creekmur Asset Management sold out of Xcel Energy (XEL) in Q1 2025, closing a stake of 16 shares — an estimated $1.08K sold.

Creekmur Asset Management first reported a position in XEL in Q2 2024 and held it in 3 quarters. The position peaked at $1.08K in Q4 2024. 1,132 funds tracked by Wall St. Rank hold XEL as of Q1 2025.

  • Creekmur Asset Management reported no remaining Xcel Energy position as of Q1 2025 after selling out during the quarter.
  • Creekmur Asset Management sold 16 Xcel Energy shares in Q1 2025, an estimated $1.08K.
  • Creekmur Asset Management first reported a position in Xcel Energy in Q2 2024 and held it in 3 quarters.
  • Creekmur Asset Management's Xcel Energy position peaked at $1.08K in Q4 2024.
  • 1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2025.

Based on Creekmur Asset Management's 13F filing for Q1 2025, filed 5 May 2025.