Guerra Advisors’s Xcel Energy XEL Stock Holding History

Guerra 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 Q3	$1.61K	Buy	+20	New	+$1.45K	﹤0.01%	576

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

Guerra Advisors's XEL Position: Q3 2025 in Review

Guerra Advisors opened a new position in Xcel Energy (XEL) in Q3 2025: 20 shares worth $1.61K. The stake represents ﹤0.01% of the portfolio and ranks #576 among its holdings.

1,185 funds tracked by Wall St. Rank hold XEL as of Q3 2025.

Guerra Advisors held 20 shares of Xcel Energy worth $1.61K as of Q3 2025.
Xcel Energy was a new Guerra Advisors position in Q3 2025.
Xcel Energy made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #576 holding.
1,185 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.