FDx Advisors’s Xcel Energy XEL Stock Holding History

FDx 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 Q4	–	Sell	-3,351	Closed	-$272K	–	182
2025 Q3	$272K	Buy	3,351 +82	+3%	+$5.93K	0.08%	143
2025 Q2	$223K	Sell	3,269 -122	-4%	-$8.46K	0.07%	165
2025 Q1	$240K	Sell	3,391 -68	-2%	-$4.63K	0.08%	152
2024 Q4	$234K	Sell	3,459 -293	-8%	-$19.7K	0.07%	163
2024 Q3	$245K	Buy	+3,752	New	+$223K	0.07%	178
2024 Q1	–	Sell	-4,251	Closed	-$263K	–	653
2023 Q4	$263K	Sell	4,251 -815	-16%	-$48.9K	0.02%	565
2023 Q3	$290K	Sell	5,066 -4,165	-45%	-$250K	0.02%	484
2023 Q2	$574K	Buy	9,231 +4,037	+78%	+$270K	0.03%	413
2023 Q1	$364K	Hold	5,194	–	–	0.02%	495
2022 Q4	$364K	Buy	5,194 +816	+19%	+$54.3K	0.02%	495
2022 Q3	$280K	Sell	4,378 -1,104	-20%	-$80.4K	0.01%	574
2022 Q2	$388K	Sell	5,482 -5,875	-52%	-$427K	0.01%	547
2022 Q1	$820K	Buy	11,357 +6,332	+126%	+$435K	0.03%	372
2021 Q4	$340K	Buy	5,025 +682	+16%	+$44.5K	0.01%	662
2021 Q3	$271K	Buy	4,343 +336	+8%	+$22.7K	0.01%	699
2021 Q2	$264K	Buy	+4,007	New	+$279K	0.01%	700
2021 Q1	–	Sell	-5,864	Closed	-$391K	–	806
2020 Q4	$391K	Buy	5,864 +1,161	+25%	+$80.9K	0.02%	501
2020 Q3	$325K	Buy	4,703 +988	+27%	+$67.4K	0.02%	468
2020 Q2	$232K	Sell	3,715 -1,916	-34%	-$121K	0.01%	505
2020 Q1	$340K	Sell	5,631 -791	-12%	-$51.5K	0.02%	362
2019 Q4	$408K	Sell	6,422 -149	-2%	-$9.32K	0.02%	402
2019 Q3	$426K	Sell	6,571 -1,823	-22%	-$114K	0.03%	382
2019 Q2	$499K	Sell	8,394 -1,289	-13%	-$74.1K	0.02%	488
2019 Q1	$544K	Buy	9,683 +3,861	+66%	+$205K	0.02%	449
2018 Q4	$287K	Sell	5,822 -4,445	-43%	-$223K	0.02%	427
2018 Q3	$485K	Sell	10,267 -1,380	-12%	-$65.2K	0.02%	528
2018 Q2	$532K	Buy	11,647 +714	+7%	+$32K	0.02%	523
2018 Q1	$497K	Sell	10,933 -1,009	-8%	-$45K	0.01%	766
2017 Q4	$575K	Buy	11,942 +949	+9%	+$47.1K	0.02%	748
2017 Q3	$520K	Buy	10,993 +4,422	+67%	+$212K	0.01%	791
2017 Q2	$301K	Sell	6,571 -32	-0.5%	-$1.47K	0.01%	978
2017 Q1	$294K	Buy	6,603 +1,086	+20%	+$46K	0.01%	977
2016 Q4	$225K	Buy	+5,517	New	+$221K	0.01%	1046
2016 Q3	–	Sell	-7,372	Closed	-$330K	–	954
2016 Q2	$330K	Buy	7,372 +453	+7%	+$18.7K	0.01%	723
2016 Q1	$289K	Buy	+6,919	New	+$270K	0.01%	753
2014 Q1	–	Sell	-8,921	Closed	-$252K	–	792
2013 Q4	$252K	Sell	8,921 -382	-4%	-$10.8K	0.03%	581
2013 Q3	$257K	Sell	9,303 -481	-5%	-$13.8K	0.03%	497
2013 Q2	$277K	Buy	+9,784	New	+$292K	0.04%	404

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

FDx Advisors's XEL Position: Q4 2025 in Review

FDx Advisors sold out of Xcel Energy (XEL) in Q4 2025, closing a stake of 3,351 shares — an estimated $272K sold.

FDx Advisors first reported a position in XEL in Q2 2013 and held it in 38 quarters. The position peaked at $820K in Q1 2022. 1,247 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

FDx Advisors reported no remaining Xcel Energy position as of Q4 2025 after selling out during the quarter.
FDx Advisors sold 3,351 Xcel Energy shares in Q4 2025, an estimated $272K.
FDx Advisors first reported a position in Xcel Energy in Q2 2013 and held it in 38 quarters.
FDx Advisors's Xcel Energy position peaked at $820K in Q1 2022.
1,247 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on FDx Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.