Kovitz Investment Group Partners’s Xcel Energy XEL Stock Holding History

Kovitz Investment Group 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 Q4	–	Sell	-30,188	Closed	-$2.44M	–	1352
2025 Q3	$2.44M	Buy	30,188 +2,691	+10%	+$195K	0.01%	606
2025 Q2	$1.88M	Buy	27,497 +2,590	+10%	+$180K	0.01%	640
2025 Q1	$1.76M	Sell	24,907 -1,340	-5%	-$91.2K	0.01%	606
2024 Q4	$1.77M	Buy	26,247 +104	+0.4%	+$6.98K	0.01%	597
2024 Q3	$1.21M	Buy	26,143 +10,530	+67%	+$625K	0.01%	580
2024 Q2	$834K	Sell	15,613 -4,559	-23%	-$248K	0.01%	574
2024 Q1	$1.08M	Buy	+20,172	New	+$1.15M	0.01%	395

Other funds holding XEL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Kovitz Investment Group Partners's XEL Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Xcel Energy (XEL) in Q4 2025, closing a stake of 30,188 shares — an estimated $2.44M sold.

Kovitz Investment Group Partners first reported a position in XEL in Q1 2024 and held it in 7 quarters. The position peaked at $2.44M in Q3 2025. 1,250 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Xcel Energy position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 30,188 Xcel Energy shares in Q4 2025, an estimated $2.44M.
Kovitz Investment Group Partners first reported a position in Xcel Energy in Q1 2024 and held it in 7 quarters.
Kovitz Investment Group Partners's Xcel Energy position peaked at $2.44M in Q3 2025.
1,250 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.