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Denver PWM’s Xcel Energy XEL Stock Holding History

Denver PWM’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
-1,197
Closed -$80.8K – 229
2024
Q4 		$80.8K Buy
1,197
+10
+0.8% +$671 0.03% 83
2024
Q3 		$77.5K Buy
1,187
+8
+0.7% +$475 0.03% 90
2024
Q2 		$63K Buy
+1,179
New +$64.1K 0.03% 125
2019
Q4 		– Sell
-2,339
Closed -$151K – 212
2019
Q3 		$151K Buy
+2,339
New +$146K 0.09% 73
2018
Q1 		– Sell
-6,253
Closed -$275K – 60
2017
Q4 		$275K Hold
6,253
– – 0.21% 51
2017
Q3 		$314K Buy
+6,253
New +$300K 0.25% 50

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

Denver PWM's XEL Position: Q1 2025 in Review

Denver PWM sold out of Xcel Energy (XEL) in Q1 2025, closing a stake of 1,197 shares — an estimated $80.8K sold.

Denver PWM first reported a position in XEL in Q3 2017 and held it in 6 quarters. The position peaked at $314K in Q3 2017. 1,132 funds tracked by Wall St. Rank hold XEL as of Q1 2025.

  • Denver PWM reported no remaining Xcel Energy position as of Q1 2025 after selling out during the quarter.
  • Denver PWM sold 1,197 Xcel Energy shares in Q1 2025, an estimated $80.8K.
  • Denver PWM first reported a position in Xcel Energy in Q3 2017 and held it in 6 quarters.
  • Denver PWM's Xcel Energy position peaked at $314K in Q3 2017.
  • 1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2025.

Based on Denver PWM's 13F filing for Q1 2025, filed 7 May 2025.