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IEQ Capital’s Xcel Energy XEL Stock Holding History

IEQ Capital’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
-22,927
Closed -$1.85M – 2030
2025
Q3 		$1.85M Buy
22,927
+19,301
+532% +$1.4M 0.01% 793
2025
Q2 		$247K Sell
3,626
-69,777
-95% -$4.84M ﹤0.01% 1506
2025
Q1 		$5.2M Sell
73,403
-45,250
-38% -$3.08M 0.04% 334
2024
Q4 		$8.01M Buy
118,653
+71,798
+153% +$4.82M 0.08% 173
2024
Q3 		$3.06M Buy
46,855
+22,690
+94% +$1.35M 0.04% 285
2024
Q2 		$1.29M Buy
24,165
+1,473
+6% +$80.1K 0.02% 426
2024
Q1 		$1.22M Sell
22,692
-2,427
-10% -$139K 0.02% 418
2023
Q4 		$1.56M Buy
25,119
+7,263
+41% +$436K 0.03% 334
2023
Q3 		$1.02M Buy
17,856
+5,320
+42% +$320K 0.02% 399
2023
Q2 		$779K Buy
12,536
+465
+4% +$31K 0.02% 451
2023
Q1 		$814K Buy
12,071
+2,586
+27% +$175K 0.02% 441
2022
Q4 		$665K Sell
9,485
-5,327
-36% -$354K 0.02% 442
2022
Q3 		$948K Buy
14,812
+7,619
+106% +$555K 0.03% 378
2022
Q2 		$509K Buy
7,193
+839
+13% +$61K 0.02% 468
2022
Q1 		$459K Buy
6,354
+1,793
+39% +$123K 0.01% 526
2021
Q4 		$309K Buy
4,561
+862
+23% +$56.2K 0.01% 584
2021
Q3 		$232K Buy
3,699
+452
+14% +$30.5K 0.01% 631
2021
Q2 		$214K Buy
+3,247
New +$226K 0.01% 572

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
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 $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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

IEQ Capital's XEL Position: Q4 2025 in Review

IEQ Capital sold out of Xcel Energy (XEL) in Q4 2025, closing a stake of 22,927 shares — an estimated $1.85M sold.

IEQ Capital first reported a position in XEL in Q2 2021 and held it in 18 quarters. The position peaked at $8.01M in Q4 2024. 1,246 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

  • IEQ Capital reported no remaining Xcel Energy position as of Q4 2025 after selling out during the quarter.
  • IEQ Capital sold 22,927 Xcel Energy shares in Q4 2025, an estimated $1.85M.
  • IEQ Capital first reported a position in Xcel Energy in Q2 2021 and held it in 18 quarters.
  • IEQ Capital's Xcel Energy position peaked at $8.01M in Q4 2024.
  • 1,246 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on IEQ Capital's 13F filing for Q4 2025, filed 13 Feb 2026.