First Heartland Consultants’s Xcel Energy XEL Stock Holding History

First Heartland Consultants’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	-3,290	Closed	-$222K	–	488
2024 Q4	$222K	Hold	3,290	–	–	0.02%	410
2024 Q3	$215K	Buy	+3,290	New	+$195K	0.02%	421
2024 Q1	–	Sell	-3,697	Closed	-$229K	–	441
2023 Q4	$229K	Hold	3,697	–	–	0.03%	334
2023 Q3	$212K	Hold	3,697	–	–	0.03%	355
2023 Q2	$230K	Hold	3,697	–	–	0.03%	335
2023 Q1	$249K	Sell	3,697 -974	-21%	-$65.7K	0.04%	309
2022 Q4	$327K	Sell	4,671 -150	-3%	-$9.98K	0.05%	268
2022 Q3	$308	Buy	4,821 +150	+3%	+$10.9K	0.03%	252
2022 Q2	$330K	Hold	4,671	–	–	0.05%	247
2022 Q1	$337K	Sell	4,671 -1,026	-18%	-$70.5K	0.05%	239
2021 Q4	$385	Buy	+5,697	New	+$371K	0.01%	237
2020 Q3	–	Sell	-4,130	Closed	-$258K	–	317
2020 Q2	$258K	Sell	4,130 -363	-8%	-$22.9K	0.05%	230
2020 Q1	$271K	Sell	4,493 -580	-11%	-$37.8K	0.07%	203
2019 Q4	$322K	Sell	5,073 -97	-2%	-$6.07K	0.06%	222
2019 Q3	$335K	Buy	5,170 +1	+0%	+$62	0.07%	216
2019 Q2	$308K	Buy	5,169 +897	+21%	+$51.6K	0.07%	210
2019 Q1	$240K	Buy	+4,272	New	+$227K	0.07%	236

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

First Heartland Consultants's XEL Position: Q1 2025 in Review

First Heartland Consultants sold out of Xcel Energy (XEL) in Q1 2025, closing a stake of 3,290 shares — an estimated $222K sold.

First Heartland Consultants first reported a position in XEL in Q1 2019 and held it in 17 quarters. The position peaked at $337K in Q1 2022. 1,132 funds tracked by Wall St. Rank hold XEL as of Q1 2025.

First Heartland Consultants reported no remaining Xcel Energy position as of Q1 2025 after selling out during the quarter.
First Heartland Consultants sold 3,290 Xcel Energy shares in Q1 2025, an estimated $222K.
First Heartland Consultants first reported a position in Xcel Energy in Q1 2019 and held it in 17 quarters.
First Heartland Consultants's Xcel Energy position peaked at $337K in Q1 2022.
1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2025.

Based on First Heartland Consultants's 13F filing for Q1 2025, filed 7 May 2025.