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Hudson Edge Investment Partners’s Xcel Energy XEL Stock Holding History

Hudson Edge Investment 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
Q2 		– Sell
-86,776
Closed -$6.14M – 105
2025
Q1 		$6.14M Sell
86,776
-1,437
-2% -$97.8K 1.25% 31
2024
Q4 		$5.96M Sell
88,213
-14,030
-14% -$941K 1.1% 34
2024
Q3 		$6.68M Sell
102,243
-14,844
-13% -$880K 1.24% 18
2024
Q2 		$6.25M Buy
117,087
+9,510
+9% +$517K 1.21% 15
2024
Q1 		$5.78M Buy
107,577
+19,608
+22% +$1.12M 1.13% 37
2023
Q4 		$5.45M Sell
87,969
-2,266
-3% -$136K 1.26% 32
2023
Q3 		$5.16M Buy
90,235
+4,086
+5% +$246K 1.69% 30
2023
Q2 		$5.36M Buy
86,149
+2,129
+3% +$142K 1.7% 35
2023
Q1 		$5.67M Buy
84,020
+23,058
+38% +$1.56M 1.76% 18
2022
Q4 		$4.27M Buy
60,962
+215
+0.4% +$14.3K 1.46% 42
2022
Q3 		$3.89M Sell
60,747
-677
-1% -$49.3K 1.45% 34
2022
Q2 		$4.35M Sell
61,424
-10,074
-14% -$733K 1.58% 27
2022
Q1 		$5.16M Buy
+71,498
New +$4.91M 1.63% 19
2016
Q2 		– Sell
-128,385
Closed -$5.37M – 184
2016
Q1 		$5.37M Buy
128,385
+2,610
+2% +$102K 0.53% 57
2015
Q4 		$4.52M Sell
125,775
-10,235
-8% -$365K 0.44% 67
2015
Q3 		$4.82M Buy
136,010
+2,230
+2% +$75.8K 0.26% 64
2015
Q2 		$4.3M Sell
133,780
-2,290
-2% -$77K 0.18% 82
2015
Q1 		$4.74M Sell
136,070
-86,460
-39% -$3.09M 0.2% 75
2014
Q4 		$7.99M Buy
222,530
+9,530
+4% +$320K 0.29% 71
2014
Q3 		$6.47M Sell
213,000
-1,550
-0.7% -$48.5K 0.24% 86
2014
Q2 		$6.92M Buy
214,550
+1,530
+0.7% +$47.4K 0.25% 82
2014
Q1 		$6.47M Sell
213,020
-1,500
-0.7% -$43.7K 0.25% 81
2013
Q4 		$5.99M Sell
214,520
-10,140
-5% -$286K 0.23% 81
2013
Q3 		$6.2M Buy
224,660
+45,810
+26% +$1.31M 0.26% 80
2013
Q2 		$5.07M Buy
+178,850
New +$5.34M 0.2% 87

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

Hudson Edge Investment Partners's XEL Position: Q2 2025 in Review

Hudson Edge Investment Partners sold out of Xcel Energy (XEL) in Q2 2025, closing a stake of 86,776 shares — an estimated $6.14M sold.

Hudson Edge Investment Partners first reported a position in XEL in Q2 2013 and held it in 25 quarters. The position peaked at $7.99M in Q4 2014. 1,132 funds tracked by Wall St. Rank hold XEL as of Q2 2025.

  • Hudson Edge Investment Partners reported no remaining Xcel Energy position as of Q2 2025 after selling out during the quarter.
  • Hudson Edge Investment Partners sold 86,776 Xcel Energy shares in Q2 2025, an estimated $6.14M.
  • Hudson Edge Investment Partners first reported a position in Xcel Energy in Q2 2013 and held it in 25 quarters.
  • Hudson Edge Investment Partners's Xcel Energy position peaked at $7.99M in Q4 2014.
  • 1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2025.

Based on Hudson Edge Investment Partners's 13F filing for Q2 2025, filed 21 Jul 2025.