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Elgethun Capital Management’s Xcel Energy XEL Stock Holding History

Elgethun Capital 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
-503
Closed -$34K – 163
2024
Q4 		$34K Sell
503
-2,043
-80% -$137K 0.01% 152
2024
Q3 		$166K Hold
2,546
– – 0.04% 130
2024
Q2 		$136K Hold
2,546
– – 0.03% 142
2024
Q1 		$135K Buy
2,546
+543
+27% +$31K 0.03% 143
2023
Q4 		$124K Hold
2,003
– – 0.04% 141
2023
Q3 		$113K Hold
2,003
– – 0.03% 139
2023
Q2 		$125K Buy
+2,003
New +$134K 0.04% 139

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

Elgethun Capital Management's XEL Position: Q1 2025 in Review

Elgethun Capital Management sold out of Xcel Energy (XEL) in Q1 2025, closing a stake of 503 shares — an estimated $34K sold.

Elgethun Capital Management first reported a position in XEL in Q2 2023 and held it in 7 quarters. The position peaked at $166K in Q3 2024. 1,132 funds tracked by Wall St. Rank hold XEL as of Q1 2025.

  • Elgethun Capital Management reported no remaining Xcel Energy position as of Q1 2025 after selling out during the quarter.
  • Elgethun Capital Management sold 503 Xcel Energy shares in Q1 2025, an estimated $34K.
  • Elgethun Capital Management first reported a position in Xcel Energy in Q2 2023 and held it in 7 quarters.
  • Elgethun Capital Management's Xcel Energy position peaked at $166K in Q3 2024.
  • 1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2025.

Based on Elgethun Capital Management's 13F filing for Q1 2025, filed 9 May 2025.