Financial Management Professionals’s Xcel Energy XEL Stock Holding History

Financial Management Professionals’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
2026 Q2	$13.8K	Hold	170	–	–	﹤0.01%	528
2026 Q1	$13.6K	Buy	170 +8	+5%	+$627	﹤0.01%	485
2025 Q4	$12.1K	Buy	162 +17	+12%	+$1.34K	﹤0.01%	505
2025 Q3	$11.8K	Buy	145 +4	+3%	+$289	﹤0.01%	499
2025 Q2	$9.68K	Buy	141 +2	+1%	+$139	﹤0.01%	549
2025 Q1	$9.84K	Buy	139 +15	+12%	+$1.02K	﹤0.01%	531
2024 Q4	$8.37K	Hold	124	–	–	﹤0.01%	536
2024 Q3	$8K	Hold	124	–	–	﹤0.01%	571
2024 Q2	$7K	Buy	124 +5	+4%	+$272	﹤0.01%	549
2024 Q1	$6K	Sell	119 -1,029	-90%	-$58.8K	﹤0.01%	633
2023 Q4	$71K	Buy	1,148 +3	+0.3%	+$180	0.01%	222
2023 Q3	$66K	Sell	1,145 -45	-4%	-$2.71K	0.01%	220
2023 Q2	$74K	Sell	1,190 -40	-3%	-$2.67K	0.01%	224
2023 Q1	$83K	Buy	1,230 +65	+6%	+$4.39K	0.02%	223
2022 Q4	$82K	Hold	1,165	–	–	0.02%	179
2022 Q3	$75K	Hold	1,165	–	–	0.02%	182
2022 Q2	$82K	Buy	1,165 +29	+3%	+$2.11K	0.02%	177
2022 Q1	$82K	Buy	1,136 +16	+1%	+$1.1K	0.02%	184
2021 Q4	$76K	Hold	1,120	–	–	0.02%	210
2021 Q3	$70K	Hold	1,120	–	–	0.02%	216
2021 Q2	$74K	Buy	1,120 +4	+0.4%	+$278	0.02%	190
2021 Q1	$74K	Sell	1,116 -39	-3%	-$2.46K	0.02%	180
2020 Q4	$77K	Hold	1,155	–	–	0.02%	157
2020 Q3	$80K	Buy	1,155 +17	+1%	+$1.16K	0.03%	134
2020 Q2	$71K	Buy	1,138 +93	+9%	+$5.86K	0.02%	147
2020 Q1	$63K	Hold	1,045	–	–	0.03%	77
2019 Q4	$66K	Hold	1,045	–	–	0.02%	86
2019 Q3	$68K	Hold	1,045	–	–	0.03%	85
2019 Q2	$62K	Hold	1,045	–	–	0.02%	87
2019 Q1	$59K	Sell	1,045 -44	-4%	-$2.34K	0.02%	86
2018 Q4	$54K	Hold	1,089	–	–	0.03%	82
2018 Q3	$51K	Hold	1,089	–	–	0.02%	88
2018 Q2	$50K	Buy	1,089 +1,000	+1,124%	+$44.8K	0.02%	94
2018 Q1	$4K	Sell	89 -44	-33%	-$1.96K	﹤0.01%	226
2017 Q4	$6K	Hold	133	–	–	﹤0.01%	168
2017 Q3	$6K	Hold	133	–	–	﹤0.01%	170
2017 Q2	$6K	Hold	133	–	–	﹤0.01%	188
2017 Q1	$5K	Hold	133	–	–	﹤0.01%	220
2016 Q4	$5K	Hold	133	–	–	﹤0.01%	207
2016 Q3	$5K	Hold	133	–	–	﹤0.01%	227
2016 Q2	$5K	Buy	133 +45	+51%	+$1.86K	﹤0.01%	314
2016 Q1	$4K	Hold	88	–	–	﹤0.01%	203
2015 Q4	$3K	Hold	88	–	–	﹤0.01%	206
2015 Q3	$3K	Hold	88	–	–	﹤0.01%	225
2015 Q2	$2K	Hold	88	–	–	﹤0.01%	241
2015 Q1	$3K	Hold	88	–	–	﹤0.01%	243
2014 Q4	$3K	Hold	88	–	–	﹤0.01%	261
2014 Q3	$2K	Hold	88	–	–	﹤0.01%	230
2014 Q2	$2K	Buy	+88	New	+$2.73K	﹤0.01%	230

Other funds holding XEL

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return