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Hemington Wealth Management’s Xcel Energy XEL Stock Holding History

Hemington 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
Q3 		$29K Sell
370
-269
-42% -$19.5K ﹤0.01% 519
2025
Q2 		$43K Buy
639
+43
+7% +$2.98K 0.01% 373
2025
Q1 		$42K Buy
596
+73
+14% +$4.97K 0.01% 367
2024
Q4 		$35K Buy
523
+39
+8% +$2.62K 0.01% 394
2024
Q3 		$32K Buy
+484
New +$28.7K 0.01% 391

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 $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Hemington Wealth Management's XEL Position: Q3 2025 in Review

Hemington Wealth Management reduced its Xcel Energy (XEL) stake by 42% in Q3 2025, selling an estimated $19.5K and leaving 370 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Hemington Wealth Management first reported a position in XEL in Q3 2024 and has held it in 5 quarters since. The position peaked at $43K in Q2 2025. 1,185 funds tracked by Wall St. Rank hold XEL as of Q3 2025.

  • Hemington Wealth Management held 370 shares of Xcel Energy worth $29K as of Q3 2025.
  • Hemington Wealth Management sold 269 Xcel Energy shares in Q3 2025, an estimated $19.5K.
  • Xcel Energy made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #519 holding.
  • Hemington Wealth Management first reported a position in Xcel Energy in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Xcel Energy position peaked at $43K in Q2 2025.
  • 1,185 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.