Jupiter Asset Management’s Xcel Energy XEL Stock Holding History

Jupiter Asset 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	–	Sell	-361,999	Closed	-$24.7M	–	567
2025 Q2	$24.7M	Sell	361,999 -59,964	-14%	-$4.16M	0.21%	149
2025 Q1	$29.9M	Buy	+421,963	New	+$28.7M	0.29%	122
2024 Q3	–	Sell	-189,186	Closed	-$10.1M	–	497
2024 Q2	$10.1M	Sell	189,186 -1,304,448	-87%	-$71M	0.1%	206
2024 Q1	$80.3M	Buy	+1,493,634	New	+$85.3M	0.77%	24
2023 Q4	–	Sell	-91,396	Closed	-$5.23M	–	547
2023 Q3	$5.23M	Sell	91,396 -973,469	-91%	-$58.5M	0.06%	246
2023 Q2	$66.2M	Buy	1,064,865 +488,524	+85%	+$32.6M	0.72%	24
2023 Q1	$38.9M	Buy	+576,341	New	+$38.9M	0.54%	44
2022 Q4	–	Sell	-65,379	Closed	-$4.18M	–	584
2022 Q3	$4.18M	Buy	65,379 +54,430	+497%	+$3.96M	0.06%	259
2022 Q2	$775K	Buy	+10,949	New	+$797K	0.01%	459

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Jupiter Asset Management's XEL Position: Q3 2025 in Review

Jupiter Asset Management sold out of Xcel Energy (XEL) in Q3 2025, closing a stake of 361,999 shares — an estimated $24.7M sold.

Jupiter Asset Management first reported a position in XEL in Q2 2022 and held it in 9 quarters. The position peaked at $80.3M in Q1 2024. 1,184 funds tracked by Wall St. Rank hold XEL as of Q3 2025.

Jupiter Asset Management reported no remaining Xcel Energy position as of Q3 2025 after selling out during the quarter.
Jupiter Asset Management sold 361,999 Xcel Energy shares in Q3 2025, an estimated $24.7M.
Jupiter Asset Management first reported a position in Xcel Energy in Q2 2022 and held it in 9 quarters.
Jupiter Asset Management's Xcel Energy position peaked at $80.3M in Q1 2024.
1,184 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2025.

Based on Jupiter Asset Management's 13F filing for Q3 2025, filed 10 Nov 2025.