HWA
XEL icon

Heartwood Wealth Advisors’s Xcel Energy XEL Stock Holding History

Heartwood Wealth 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
Q4 		– Sell
-25
Closed -$2.02K – 608
2025
Q3 		$2.02K Buy
+25
New +$1.81K ﹤0.01% 496

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

Heartwood Wealth Advisors's XEL Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Xcel Energy (XEL) in Q4 2025, closing a stake of 25 shares — an estimated $2.02K sold.

Heartwood Wealth Advisors first reported a position in XEL in Q3 2025 and held it in 1 quarter. The position peaked at $2.02K in Q3 2025. 1,247 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Xcel Energy position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 25 Xcel Energy shares in Q4 2025, an estimated $2.02K.
  • Heartwood Wealth Advisors first reported a position in Xcel Energy in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Xcel Energy position peaked at $2.02K in Q3 2025.
  • 1,247 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.