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Frazier Financial Advisors’s Xcel Energy XEL Stock Holding History

Frazier Financial 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
-124
Closed -$8.38K – 666
2024
Q4 		$8.38K Buy
124
+1
+0.8% +$67 0.01% 376
2024
Q3 		$8.03K Buy
+123
New +$7.3K 0.01% 417
2024
Q2 		– Sell
-3
Closed -$162 – 1058
2024
Q1 		$162 Hold
3
– – ﹤0.01% 873
2023
Q4 		$186 Buy
+3
New +$180 ﹤0.01% 824

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

Frazier Financial Advisors's XEL Position: Q1 2025 in Review

Frazier Financial Advisors sold out of Xcel Energy (XEL) in Q1 2025, closing a stake of 124 shares — an estimated $8.38K sold.

Frazier Financial Advisors first reported a position in XEL in Q4 2023 and held it in 4 quarters. The position peaked at $8.38K in Q4 2024. 1,132 funds tracked by Wall St. Rank hold XEL as of Q1 2025.

  • Frazier Financial Advisors reported no remaining Xcel Energy position as of Q1 2025 after selling out during the quarter.
  • Frazier Financial Advisors sold 124 Xcel Energy shares in Q1 2025, an estimated $8.38K.
  • Frazier Financial Advisors first reported a position in Xcel Energy in Q4 2023 and held it in 4 quarters.
  • Frazier Financial Advisors's Xcel Energy position peaked at $8.38K in Q4 2024.
  • 1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2025.

Based on Frazier Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.