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Financial Advocates Investment Management’s Xcel Energy XEL Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-7,781
Closed -$530K – 607
2025
Q2 		$530K Sell
7,781
-2,133
-22% -$148K 0.04% 348
2025
Q1 		$702K Buy
9,914
+163
+2% +$11.1K 0.05% 357
2024
Q4 		$658K Sell
9,751
-500
-5% -$33.5K 0.04% 386
2024
Q3 		$669K Buy
10,251
+710
+7% +$42.1K 0.04% 394
2024
Q2 		$510K Buy
9,541
+1,374
+17% +$74.7K 0.03% 429
2024
Q1 		$439K Buy
8,167
+179
+2% +$10.2K 0.03% 485
2023
Q4 		$495K Buy
+7,988
New +$479K 0.03% 432
2020
Q4 		– Sell
-3,655
Closed -$252K – 751
2020
Q3 		$252K Sell
3,655
-125
-3% -$8.53K 0.02% 518
2020
Q2 		$236K Buy
3,780
+195
+5% +$12.3K 0.02% 520
2020
Q1 		$216K Hold
3,585
– – 0.03% 425
2019
Q4 		$228K Buy
3,585
+86
+2% +$5.38K 0.02% 458
2019
Q3 		$227K Buy
3,499
+40
+1% +$2.49K 0.03% 440
2019
Q2 		$206K Buy
+3,459
New +$199K 0.02% 446
2018
Q2 		– Sell
-4,646
Closed -$211K – 514
2018
Q1 		$211K Sell
4,646
-559
-11% -$24.9K 0.03% 447
2017
Q4 		$250K Buy
+5,205
New +$258K 0.03% 402

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Financial Advocates Investment Management's XEL Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Xcel Energy (XEL) in Q3 2025, closing a stake of 7,781 shares — an estimated $530K sold.

Financial Advocates Investment Management first reported a position in XEL in Q4 2017 and held it in 15 quarters. The position peaked at $702K in Q1 2025. 1,185 funds tracked by Wall St. Rank hold XEL as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Xcel Energy position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 7,781 Xcel Energy shares in Q3 2025, an estimated $530K.
  • Financial Advocates Investment Management first reported a position in Xcel Energy in Q4 2017 and held it in 15 quarters.
  • Financial Advocates Investment Management's Xcel Energy position peaked at $702K in Q1 2025.
  • 1,185 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.