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Eagle Bay Advisors’s Xcel Energy XEL Stock Holding History

Eagle Bay Advisors’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
-1,810
Closed -$122K – 963
2024
Q4 		$122K Buy
1,810
+54
+3% +$3.62K 0.08% 168
2024
Q3 		$116K Sell
1,756
-39
-2% -$2.31K 0.04% 254
2024
Q2 		$96.9K Buy
1,795
+1,705
+1,894% +$92.8K 0.06% 230
2024
Q1 		$4.89K Sell
90
-6
-6% -$343 ﹤0.01% 734
2023
Q4 		$5.94K Sell
96
-638
-87% -$38.3K ﹤0.01% 608
2023
Q3 		$42K Buy
734
+1
+0.1% +$60 0.02% 440
2023
Q2 		$45.6K Sell
733
-872
-54% -$58.2K 0.03% 385
2023
Q1 		$108K Sell
1,605
-33
-2% -$2.23K 0.06% 214
2022
Q4 		$115K Buy
1,638
+396
+32% +$26.3K 0.06% 205
2022
Q3 		$80K Sell
1,242
-98
-7% -$7.13K 0.05% 247
2022
Q2 		$94.9K Buy
1,340
+901
+205% +$65.6K 0.06% 212
2022
Q1 		$32K Buy
439
+425
+3,036% +$29.2K 0.03% 193
2021
Q4 		$1K Sell
14
-38
-73% -$2.48K ﹤0.01% 1069
2021
Q3 		$4K Sell
52
-28
-35% -$1.89K ﹤0.01% 891
2021
Q2 		$6K Buy
+80
New +$5.57K ﹤0.01% 733

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Eagle Bay Advisors's XEL Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Xcel Energy (XEL) in Q1 2025, closing a stake of 1,810 shares — an estimated $122K sold.

Eagle Bay Advisors first reported a position in XEL in Q2 2021 and held it in 15 quarters. The position peaked at $122K in Q4 2024. 1,135 funds tracked by Wall St. Rank hold XEL as of Q1 2025.

  • Eagle Bay Advisors reported no remaining Xcel Energy position as of Q1 2025 after selling out during the quarter.
  • Eagle Bay Advisors sold 1,810 Xcel Energy shares in Q1 2025, an estimated $122K.
  • Eagle Bay Advisors first reported a position in Xcel Energy in Q2 2021 and held it in 15 quarters.
  • Eagle Bay Advisors's Xcel Energy position peaked at $122K in Q4 2024.
  • 1,135 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.