Future Financial Wealth Management’s Xcel Energy XEL Stock Holding History

Future Financial Wealth Management’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	-129	Closed	-$10.4K	–	443
2025 Q3	$10.4K	Hold	129	–	–	0.01%	377
2025 Q2	$8.79K	Hold	129	–	–	0.01%	375
2025 Q1	$9.13K	Hold	129	–	–	0.01%	374
2024 Q4	$8.71K	Hold	129	–	–	0.01%	374
2024 Q3	$8.42K	Buy	+129	New	+$7.65K	0.01%	396
2024 Q2	–	Sell	-408	Closed	-$21.9K	–	476
2024 Q1	$21.9K	Buy	+408	New	+$23.3K	0.02%	336
2022 Q2	–	Sell	-408	Closed	-$29K	–	489
2022 Q1	$29K	Buy	408 +21	+5%	+$1.44K	0.02%	331
2021 Q4	$26K	Buy	+387	New	+$25.2K	0.02%	347

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 $3.38T AUM 44.17% 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

Future Financial Wealth Management's XEL Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Xcel Energy (XEL) in Q4 2025, closing a stake of 129 shares — an estimated $10.4K sold.

Future Financial Wealth Management first reported a position in XEL in Q4 2021 and held it in 8 quarters. The position peaked at $29K in Q1 2022. 1,253 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

Future Financial Wealth Management reported no remaining Xcel Energy position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 129 Xcel Energy shares in Q4 2025, an estimated $10.4K.
Future Financial Wealth Management first reported a position in Xcel Energy in Q4 2021 and held it in 8 quarters.
Future Financial Wealth Management's Xcel Energy position peaked at $29K in Q1 2022.
1,253 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.