Custom Index Systems’s Xcel Energy XEL Stock Holding History

Custom Index Systems’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 Q4	–	Sell	-2,506	Closed	-$202K	–	293
2025 Q3	$202K	Buy	+2,506	New	+$181K	0.06%	258

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

Custom Index Systems's XEL Position: Q4 2025 in Review

Custom Index Systems sold out of Xcel Energy (XEL) in Q4 2025, closing a stake of 2,506 shares — an estimated $202K sold.

Custom Index Systems first reported a position in XEL in Q3 2025 and held it in 1 quarter. The position peaked at $202K in Q3 2025. 1,251 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

Custom Index Systems reported no remaining Xcel Energy position as of Q4 2025 after selling out during the quarter.
Custom Index Systems sold 2,506 Xcel Energy shares in Q4 2025, an estimated $202K.
Custom Index Systems first reported a position in Xcel Energy in Q3 2025 and held it in 1 quarter.
Custom Index Systems's Xcel Energy position peaked at $202K in Q3 2025.
1,251 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on Custom Index Systems's 13F filing for Q4 2025, filed 12 Feb 2026.