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Financial Gravity Companies’s Xcel Energy XEL Stock Holding History

Financial Gravity Companies’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
Q2 		$317K Buy
+4,652
New +$323K 0.06% 126
2024
Q4 		$314K Buy
+4,652
New +$312K 0.07% 114
2018
Q1 		– Sell
-51
Closed -$2K – 1677
2017
Q4 		$2K Buy
+51
New +$2.53K ﹤0.01% 995

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

Financial Gravity Companies's XEL Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Xcel Energy (XEL) in Q2 2025: 4,652 shares worth $317K. The stake represents 0.06% of the portfolio and ranks #126 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in XEL as recently as Q4 2024.

Financial Gravity Companies first reported a position in XEL in Q4 2017 and has held it in 3 quarters since. 1,132 funds tracked by Wall St. Rank hold XEL as of Q2 2025.

  • Financial Gravity Companies held 4,652 shares of Xcel Energy worth $317K as of Q2 2025.
  • Xcel Energy was a new Financial Gravity Companies position in Q2 2025.
  • Xcel Energy made up 0.06% of Financial Gravity Companies's portfolio in Q2 2025, its #126 holding.
  • Financial Gravity Companies first reported a position in Xcel Energy in Q4 2017 and has held it in 3 quarters since.
  • 1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.