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Hartree Partners’s Xcel Energy XEL Stock Holding History

Hartree Partners’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
-63,000
Closed -$5.08M – 95
2025
Q3 		$5.08M Buy
+63,000
New +$4.56M 1.75% 17
2024
Q3 		– Sell
-20,000
Closed -$1.07M – 87
2024
Q2 		$1.07M Buy
+20,000
New +$1.09M 0.27% 38

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Hartree Partners's XEL Position: Q4 2025 in Review

Hartree Partners sold out of Xcel Energy (XEL) in Q4 2025, closing a stake of 63,000 shares — an estimated $5.08M sold.

Hartree Partners first reported a position in XEL in Q2 2024 and held it in 2 quarters. The position peaked at $5.08M in Q3 2025. 1,247 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

  • Hartree Partners reported no remaining Xcel Energy position as of Q4 2025 after selling out during the quarter.
  • Hartree Partners sold 63,000 Xcel Energy shares in Q4 2025, an estimated $5.08M.
  • Hartree Partners first reported a position in Xcel Energy in Q2 2024 and held it in 2 quarters.
  • Hartree Partners's Xcel Energy position peaked at $5.08M in Q3 2025.
  • 1,247 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on Hartree Partners's 13F filing for Q4 2025, filed 17 Feb 2026.