First Horizon Advisors’s Xcel Energy XEL Stock Holding History

First Horizon Advisors’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	$428K	Buy	6,290 +292	+5%	+$20.2K	0.01%	378
2025 Q1	$425K	Buy	5,998 +183	+3%	+$12.5K	0.01%	364
2024 Q4	$393K	Sell	5,815 -117	-2%	-$7.85K	0.01%	375
2024 Q3	$387K	Buy	5,932 +17	+0.3%	+$1.01K	0.01%	390
2024 Q2	$316K	Buy	5,915 +333	+6%	+$18.1K	0.01%	419
2024 Q1	$300K	Buy	5,582 +509	+10%	+$29.1K	0.01%	432
2023 Q4	$314K	Buy	5,073 +334	+7%	+$20K	0.01%	403
2023 Q3	$271K	Buy	4,739 +280	+6%	+$16.8K	0.01%	409
2023 Q2	$277K	Hold	4,459	–	–	0.01%	424
2023 Q1	$301K	Sell	4,459 -53	-1%	-$3.58K	0.01%	396
2022 Q4	$316K	Sell	4,512 -7	-0.2%	-$466	0.01%	379
2022 Q3	$288K	Sell	4,519 -100	-2%	-$7.28K	0.01%	383
2022 Q2	$326K	Buy	4,619 +262	+6%	+$19.1K	0.01%	384
2022 Q1	$314K	Sell	4,357 -70	-2%	-$4.81K	0.02%	326
2021 Q4	$299K	Sell	4,427 -158	-3%	-$10.3K	0.01%	435
2021 Q3	$287K	Buy	4,585 +4,328	+1,684%	+$292K	0.01%	439
2021 Q2	$17K	Hold	257	–	–	﹤0.01%	1176
2021 Q1	$17K	Buy	257 +49	+24%	+$3.1K	﹤0.01%	1136
2020 Q4	$14K	Hold	208	–	–	﹤0.01%	987
2020 Q3	$14K	Buy	208 +114	+121%	+$7.78K	﹤0.01%	940
2020 Q2	$6K	Hold	94	–	–	﹤0.01%	1151
2020 Q1	$6K	Hold	94	–	–	﹤0.01%	1091
2019 Q4	$6K	Hold	94	–	–	﹤0.01%	1241
2019 Q3	$6K	Hold	94	–	–	﹤0.01%	1220
2019 Q2	$6K	Sell	94 -142	-60%	-$8.16K	﹤0.01%	1244
2019 Q1	$12K	Buy	236 +95	+67%	+$5.05K	﹤0.01%	1006
2018 Q4	$6K	Buy	141 +1	+0.7%	+$50	﹤0.01%	1198
2018 Q3	$6K	Buy	+140	New	+$6.61K	﹤0.01%	1272
2017 Q4	–	Sell	-228	Closed	-$10K	–	1489
2017 Q3	$10K	Hold	228	–	–	﹤0.01%	1012
2017 Q2	$11K	Hold	228	–	–	﹤0.01%	958
2017 Q1	$10K	Sell	228 -311	-58%	-$13.2K	﹤0.01%	1025
2016 Q4	$20K	Hold	539	–	–	﹤0.01%	800
2016 Q3	$20K	Buy	539 +153	+40%	+$6.54K	﹤0.01%	793
2016 Q2	$17K	Sell	386 -3,760	-91%	-$156K	﹤0.01%	813
2016 Q1	$172K	Buy	4,146 +108	+3%	+$4.21K	0.02%	340
2015 Q4	$144K	Sell	4,038 -17	-0.4%	-$607	0.03%	309
2015 Q3	$143K	Hold	4,055	–	–	0.02%	336
2015 Q2	$130K	Hold	4,055	–	–	0.02%	373
2015 Q1	$141K	Hold	4,055	–	–	0.02%	365
2014 Q4	$145K	Sell	4,055 -60	-1%	-$2.02K	0.02%	368
2014 Q3	$124K	Buy	4,115 +141	+4%	+$4.41K	0.02%	375
2014 Q2	$127K	Sell	3,974 -330	-8%	-$10.2K	0.02%	392
2014 Q1	$130K	Sell	4,304 -330	-7%	-$9.62K	0.02%	370
2013 Q4	$129K	Sell	4,634 -297	-6%	-$8.39K	0.02%	360
2013 Q3	$136K	Buy	4,931 +4,629	+1,533%	+$132K	0.02%	335
2013 Q2	$9K	Buy	+302	New	+$9.02K	﹤0.01%	551

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

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

First Horizon Advisors's XEL Position: Q2 2025 in Review

First Horizon Advisors increased its Xcel Energy (XEL) stake by 4.9% in Q2 2025, buying an estimated $20.2K and bringing the position to 6,290 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #378.

First Horizon Advisors first reported a position in XEL in Q2 2013 and has held it in 46 quarters since. 1,133 funds tracked by Wall St. Rank hold XEL as of Q2 2025.

First Horizon Advisors held 6,290 shares of Xcel Energy worth $428K as of Q2 2025.
First Horizon Advisors bought 292 Xcel Energy shares in Q2 2025, an estimated $20.2K.
Xcel Energy made up 0.01% of First Horizon Advisors's portfolio in Q2 2025, its #378 holding.
First Horizon Advisors first reported a position in Xcel Energy in Q2 2013 and has held it in 46 quarters since.
1,133 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.