FullCircle Wealth’s Xcel Energy XEL Stock Holding History

FullCircle Wealth’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 Q3	$228K	Hold	2,794	–	–	0.08%	246
2025 Q2	$207K	Buy	+2,794	New	+$194K	0.08%	249

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

FullCircle Wealth's XEL Position: Q3 2025 in Review

FullCircle Wealth held its Xcel Energy (XEL) position steady in Q3 2025 at 2,794 shares worth $228K. The position accounts for 0.08% of the portfolio, ranked #246.

FullCircle Wealth first reported a position in XEL in Q2 2025 and has held it in 2 quarters since. 1,184 funds tracked by Wall St. Rank hold XEL as of Q3 2025.

FullCircle Wealth held 2,794 shares of Xcel Energy worth $228K as of Q3 2025.
FullCircle Wealth left its Xcel Energy share count unchanged in Q3 2025.
Xcel Energy made up 0.08% of FullCircle Wealth's portfolio in Q3 2025, its #246 holding.
FullCircle Wealth first reported a position in Xcel Energy in Q2 2025 and has held it in 2 quarters since.
1,184 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.