HeadInvest LLC’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,794
| Closed | -$269K | – | 237 |
|
|
2025
Q1 | $269K | Sell |
3,794
-81
| -2% | -$5.51K | 0.05% | 202 |
|
|
2024
Q4 | $262K | Sell |
3,875
-67
| -2% | -$4.49K | 0.05% | 202 |
|
|
2024
Q3 | $257K | Hold |
3,942
| – | – | 0.05% | 203 |
|
|
2024
Q2 | $211K | Sell |
3,942
-825
| -17% | -$44.9K | 0.04% | 219 |
|
|
2024
Q1 | $256K | Hold |
4,767
| – | – | 0.05% | 204 |
|
|
2023
Q4 | $295K | Hold |
4,767
| – | – | 0.06% | 185 |
|
|
2023
Q3 | $262K | Hold |
4,767
| – | – | 0.06% | 187 |
|
|
2023
Q2 | $285K | Sell |
4,767
-350
| -7% | -$23.4K | 0.06% | 184 |
|
|
2023
Q1 | $345K | Hold |
5,117
| – | – | 0.08% | 173 |
|
|
2022
Q4 | $359K | Hold |
5,117
| – | – | 0.08% | 164 |
|
|
2022
Q3 | $327K | Sell |
5,117
-100
| -2% | -$7.28K | 0.08% | 163 |
|
|
2022
Q2 | $369K | Hold |
5,217
| – | – | 0.08% | 156 |
|
|
2022
Q1 | $377K | Hold |
5,217
| – | – | 0.07% | 171 |
|
|
2021
Q4 | $353K | Hold |
5,217
| – | – | 0.06% | 179 |
|
|
2021
Q3 | $326K | Hold |
5,217
| – | – | 0.06% | 176 |
|
|
2021
Q2 | $343K | Hold |
5,217
| – | – | 0.07% | 174 |
|
|
2021
Q1 | $346K | Sell |
5,217
-200
| -4% | -$12.6K | 0.07% | 168 |
|
|
2020
Q4 | $361K | Hold |
5,417
| – | – | 0.08% | 157 |
|
|
2020
Q3 | $374K | Hold |
5,417
| – | – | 0.11% | 127 |
|
|
2020
Q2 | $339K | Hold |
5,417
| – | – | 0.11% | 125 |
|
|
2020
Q1 | $327K | Hold |
5,417
| – | – | 0.12% | 115 |
|
|
2019
Q4 | $344K | Sell |
5,417
-1
| -0% | -$63 | 0.1% | 138 |
|
|
2019
Q3 | $352K | Hold |
5,418
| – | – | 0.11% | 128 |
|
|
2019
Q2 | $322K | Hold |
5,418
| – | – | 0.09% | 137 |
|
|
2019
Q1 | $305K | Sell |
5,418
-5,418
| -50% | -$288K | 0.09% | 146 |
|
|
2018
Q4 | $534K | Buy |
10,836
+5,418
| +100% | +$272K | 0.08% | 147 |
|
|
2018
Q3 | $256K | Hold |
5,418
| – | – | 0.07% | 154 |
|
|
2018
Q2 | $247K | Sell |
5,418
-75
| -1% | -$3.36K | 0.08% | 146 |
|
|
2018
Q1 | $250K | Hold |
5,493
| – | – | 0.08% | 131 |
|
|
2017
Q4 | $264K | Sell |
5,493
-75
| -1% | -$3.72K | 0.08% | 136 |
|
|
2017
Q3 | $276K | Hold |
5,568
| – | – | 0.09% | 131 |
|
|
2017
Q2 | $255K | Hold |
5,568
| – | – | 0.08% | 134 |
|
|
2017
Q1 | $247K | Buy |
5,568
+500
| +10% | +$21.2K | 0.08% | 131 |
|
|
2016
Q4 | $206K | Hold |
5,068
| – | – | 0.08% | 134 |
|
|
2016
Q3 | $202K | Hold |
5,068
| – | – | 0.07% | 130 |
|
|
2016
Q2 | $227K | Hold |
5,068
| – | – | 0.09% | 118 |
|
|
2016
Q1 | $212K | Buy |
+5,068
| New | +$198K | 0.08% | 120 |
|
Other funds holding XEL
HeadInvest LLC's XEL Position: Q2 2025 in Review
HeadInvest LLC sold out of Xcel Energy (XEL) in Q2 2025, closing a stake of 3,794 shares — an estimated $269K sold.
HeadInvest LLC first reported a position in XEL in Q1 2016 and held it in 37 quarters. The position peaked at $534K in Q4 2018. 1,132 funds tracked by Wall St. Rank hold XEL as of Q2 2025.
- HeadInvest LLC reported no remaining Xcel Energy position as of Q2 2025 after selling out during the quarter.
- HeadInvest LLC sold 3,794 Xcel Energy shares in Q2 2025, an estimated $269K.
- HeadInvest LLC first reported a position in Xcel Energy in Q1 2016 and held it in 37 quarters.
- HeadInvest LLC's Xcel Energy position peaked at $534K in Q4 2018.
- 1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2025.
Based on HeadInvest LLC's 13F filing for Q2 2025, filed 14 Aug 2025.