Essential Planning’s Xcel Energy XEL Stock Holding History

Essential Planning’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	-65,000	Closed	-$4.36M	–	304
2024 Q4	$4.36M	Buy	+65,000	New	+$4.36M	0.03%	129

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Essential Planning's XEL Position: Q1 2025 in Review

Essential Planning sold out of Xcel Energy (XEL) in Q1 2025, closing a stake of 65,000 shares — an estimated $4.36M sold.

Essential Planning first reported a position in XEL in Q4 2024 and held it in 1 quarter. The position peaked at $4.36M in Q4 2024. 1,132 funds tracked by Wall St. Rank hold XEL as of Q1 2025.

Essential Planning reported no remaining Xcel Energy position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 65,000 Xcel Energy shares in Q1 2025, an estimated $4.36M.
Essential Planning first reported a position in Xcel Energy in Q4 2024 and held it in 1 quarter.
Essential Planning's Xcel Energy position peaked at $4.36M in Q4 2024.
1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.