JFG
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JDM Financial Group’s Xcel Energy XEL Stock Holding History

JDM Financial Group’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
-13
Closed -$920 – 311
2025
Q1 		$920 Hold
13
– – ﹤0.01% 276
2024
Q4 		$878 Hold
13
– – ﹤0.01% 303
2024
Q3 		$849 Buy
+13
New +$771 ﹤0.01% 344

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

JDM Financial Group's XEL Position: Q2 2025 in Review

JDM Financial Group sold out of Xcel Energy (XEL) in Q2 2025, closing a stake of 13 shares — an estimated $920 sold.

JDM Financial Group first reported a position in XEL in Q3 2024 and held it in 3 quarters. The position peaked at $920 in Q1 2025. 1,132 funds tracked by Wall St. Rank hold XEL as of Q2 2025.

  • JDM Financial Group reported no remaining Xcel Energy position as of Q2 2025 after selling out during the quarter.
  • JDM Financial Group sold 13 Xcel Energy shares in Q2 2025, an estimated $920.
  • JDM Financial Group first reported a position in Xcel Energy in Q3 2024 and held it in 3 quarters.
  • JDM Financial Group's Xcel Energy position peaked at $920 in Q1 2025.
  • 1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2025.

Based on JDM Financial Group's 13F filing for Q2 2025, filed 4 Aug 2025.