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Crestline Management’s Xcel Energy XEL Stock Holding History

Crestline 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
-136,449
Closed -$9.21M – 669
2024
Q4 		$9.21M Buy
136,449
+120,449
+753% +$8.08M 0.31% 57
2024
Q3 		$1.04M Buy
+16,000
New +$949K 0.05% 269
2024
Q1 		– Sell
-45,217
Closed -$2.8M – 235
2023
Q4 		$2.8M Buy
45,217
+18,966
+72% +$1.14M 0.24% 119
2023
Q3 		$1.5M Buy
+26,251
New +$1.58M 0.18% 118

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

Crestline Management's XEL Position: Q1 2025 in Review

Crestline Management sold out of Xcel Energy (XEL) in Q1 2025, closing a stake of 136,449 shares — an estimated $9.21M sold.

Crestline Management first reported a position in XEL in Q3 2023 and held it in 4 quarters. The position peaked at $9.21M in Q4 2024. 1,132 funds tracked by Wall St. Rank hold XEL as of Q1 2025.

  • Crestline Management reported no remaining Xcel Energy position as of Q1 2025 after selling out during the quarter.
  • Crestline Management sold 136,449 Xcel Energy shares in Q1 2025, an estimated $9.21M.
  • Crestline Management first reported a position in Xcel Energy in Q3 2023 and held it in 4 quarters.
  • Crestline Management's Xcel Energy position peaked at $9.21M in Q4 2024.
  • 1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2025.

Based on Crestline Management's 13F filing for Q1 2025, filed 15 May 2025.