Focus Partners Advisor Solutions’s Xcel Energy XEL Stock Holding History

Focus Partners Advisor Solutions’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 Q4	–	Sell	-7,072	Closed	-$569K	–	1276
2025 Q3	$569K	Buy	+7,072	New	+$512K	0.01%	691
2025 Q2	–	Sell	-5,145	Closed	-$364K	–	1181
2025 Q1	$364K	Buy	5,145 +106	+2%	+$7.22K	0.01%	685
2024 Q4	$340K	Sell	5,039 -31	-0.6%	-$2.08K	0.01%	571
2024 Q3	$331K	Buy	+5,070	New	+$301K	0.01%	541
2024 Q2	–	Sell	-4,710	Closed	-$253K	–	683
2024 Q1	$253K	Buy	+4,710	New	+$269K	0.01%	515
2022 Q1	–	Sell	-3,400	Closed	-$230K	–	356
2021 Q4	$230K	Buy	+3,400	New	+$222K	0.05%	117

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Focus Partners Advisor Solutions's XEL Position: Q4 2025 in Review

Focus Partners Advisor Solutions sold out of Xcel Energy (XEL) in Q4 2025, closing a stake of 7,072 shares — an estimated $569K sold.

Focus Partners Advisor Solutions first reported a position in XEL in Q4 2021 and held it in 6 quarters. The position peaked at $569K in Q3 2025. 1,251 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

Focus Partners Advisor Solutions reported no remaining Xcel Energy position as of Q4 2025 after selling out during the quarter.
Focus Partners Advisor Solutions sold 7,072 Xcel Energy shares in Q4 2025, an estimated $569K.
Focus Partners Advisor Solutions first reported a position in Xcel Energy in Q4 2021 and held it in 6 quarters.
Focus Partners Advisor Solutions's Xcel Energy position peaked at $569K in Q3 2025.
1,251 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on Focus Partners Advisor Solutions's 13F filing for Q4 2025, filed 11 Feb 2026.