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Fortis Group Advisors’s Xcel Energy XEL Stock Holding History

Fortis Group 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
Q1 		– Sell
-3,659
Closed -$247K – 541
2024
Q4 		$247K Buy
3,659
+11
+0.3% +$738 0.05% 174
2024
Q3 		$238K Buy
+3,648
New +$216K 0.04% 169
2024
Q1 		– Sell
-3,823
Closed -$258K – 535
2023
Q4 		$258K Hold
3,823
– – 0.06% 113
2023
Q3 		$258K Buy
3,823
+235
+7% +$14.1K 0.08% 106
2023
Q2 		$223K Sell
3,588
-244
-6% -$16.3K 0.06% 123
2023
Q1 		$268K Buy
+3,832
New +$259K 0.08% 102
2020
Q3 		$699K Buy
+10,130
New +$691K 0.14% 81

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fortis Group Advisors's XEL Position: Q1 2025 in Review

Fortis Group Advisors sold out of Xcel Energy (XEL) in Q1 2025, closing a stake of 3,659 shares — an estimated $247K sold.

Fortis Group Advisors first reported a position in XEL in Q3 2020 and held it in 7 quarters. The position peaked at $699K in Q3 2020. 1,132 funds tracked by Wall St. Rank hold XEL as of Q1 2025.

  • Fortis Group Advisors reported no remaining Xcel Energy position as of Q1 2025 after selling out during the quarter.
  • Fortis Group Advisors sold 3,659 Xcel Energy shares in Q1 2025, an estimated $247K.
  • Fortis Group Advisors first reported a position in Xcel Energy in Q3 2020 and held it in 7 quarters.
  • Fortis Group Advisors's Xcel Energy position peaked at $699K in Q3 2020.
  • 1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2025.

Based on Fortis Group Advisors's 13F filing for Q1 2025, filed 2 May 2025.