FFT Wealth Management’s Xcel Energy XEL Stock Holding History

FFT Wealth 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	-4,377	Closed	-$296K	–	201
2024 Q4	$296K	Sell	4,377 -37	-0.8%	-$2.48K	0.02%	151
2024 Q3	$288K	Hold	4,414	–	–	0.02%	138
2024 Q2	$236K	Sell	4,414 -135	-3%	-$7.34K	0.02%	143
2024 Q1	$245K	Buy	4,549 +900	+25%	+$51.4K	0.02%	137
2023 Q4	$226K	Buy	+3,649	New	+$219K	0.02%	124
2023 Q3	–	Sell	-3,271	Closed	-$203K	–	134
2023 Q2	$203K	Sell	3,271 -40	-1%	-$2.67K	0.03%	123
2023 Q1	$223K	Buy	3,311 +64	+2%	+$4.32K	0.03%	100
2022 Q4	$228K	Hold	3,247	–	–	0.03%	91
2022 Q3	$208K	Buy	+3,247	New	+$236K	0.03%	90
2021 Q3	–	Sell	-1,644	Closed	-$108K	–	248
2021 Q2	$108K	Buy	+1,644	New	+$114K	0.02%	100

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

FFT Wealth Management's XEL Position: Q1 2025 in Review

FFT Wealth Management sold out of Xcel Energy (XEL) in Q1 2025, closing a stake of 4,377 shares — an estimated $296K sold.

FFT Wealth Management first reported a position in XEL in Q2 2021 and held it in 10 quarters. The position peaked at $296K in Q4 2024. 1,132 funds tracked by Wall St. Rank hold XEL as of Q1 2025.

FFT Wealth Management reported no remaining Xcel Energy position as of Q1 2025 after selling out during the quarter.
FFT Wealth Management sold 4,377 Xcel Energy shares in Q1 2025, an estimated $296K.
FFT Wealth Management first reported a position in Xcel Energy in Q2 2021 and held it in 10 quarters.
FFT Wealth Management's Xcel Energy position peaked at $296K in Q4 2024.
1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2025.

Based on FFT Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.