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HHM Wealth Advisors’s Xcel Energy XEL Stock Holding History

HHM 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
Q2 		– Sell
-12
Closed -$850 – 948
2025
Q1 		$850 Buy
12
+1
+9% +$68 ﹤0.01% 851
2024
Q4 		$743 Buy
+11
New +$738 ﹤0.01% 883
2024
Q3 		– Sell
-16
Closed -$855 – 839
2024
Q2 		$855 Buy
+16
New +$870 ﹤0.01% 743
2023
Q2 		– Sell
-36
Closed -$2.43K – 862
2023
Q1 		$2.43K Hold
36
– – ﹤0.01% 713
2022
Q4 		$2.52K Buy
+36
New +$2.4K ﹤0.01% 586
2022
Q3 		– Sell
-362
Closed -$26K – 823
2022
Q2 		$26K Buy
+362
New +$26.3K 0.01% 390

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

HHM Wealth Advisors's XEL Position: Q2 2025 in Review

HHM Wealth Advisors sold out of Xcel Energy (XEL) in Q2 2025, closing a stake of 12 shares — an estimated $850 sold.

HHM Wealth Advisors first reported a position in XEL in Q2 2022 and held it in 6 quarters. The position peaked at $26K in Q2 2022. 1,132 funds tracked by Wall St. Rank hold XEL as of Q2 2025.

  • HHM Wealth Advisors reported no remaining Xcel Energy position as of Q2 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 12 Xcel Energy shares in Q2 2025, an estimated $850.
  • HHM Wealth Advisors first reported a position in Xcel Energy in Q2 2022 and held it in 6 quarters.
  • HHM Wealth Advisors's Xcel Energy position peaked at $26K in Q2 2022.
  • 1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2025.

Based on HHM Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.