LC
XEL icon

Lindbrook Capital’s Xcel Energy XEL Stock Holding History

Lindbrook 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
Q1 		$267K Buy
3,771
+1,311
+53% +$89.2K 0.02% 341
2024
Q4 		$166K Buy
2,460
+341
+16% +$22.9K 0.02% 424
2024
Q3 		$138K Sell
2,119
-666
-24% -$39.5K 0.01% 472
2024
Q2 		$149K Buy
2,785
+303
+12% +$16.5K 0.01% 423
2024
Q1 		$133K Sell
2,482
-1,145
-32% -$65.4K 0.01% 457
2023
Q4 		$225K Buy
3,627
+1,326
+58% +$79.6K 0.02% 325
2023
Q3 		$132K Buy
2,301
+221
+11% +$13.3K 0.01% 403
2023
Q2 		$129K Sell
2,080
-42
-2% -$2.8K 0.01% 425
2023
Q1 		$143K Buy
2,122
+607
+40% +$41K 0.02% 390
2022
Q4 		$106K Sell
1,515
-86
-5% -$5.72K 0.01% 465
2022
Q3 		$102K Buy
1,601
+278
+21% +$20.2K 0.02% 425
2022
Q2 		$94K Buy
1,323
+72
+6% +$5.24K 0.02% 456
2022
Q1 		$90K Buy
1,251
+38
+3% +$2.61K 0.01% 496
2021
Q4 		$82K Sell
1,213
-70
-5% -$4.56K 0.01% 554
2021
Q3 		$80K Buy
1,283
+32
+3% +$2.16K 0.02% 319
2021
Q2 		$82K Hold
1,251
– – 0.02% 343
2021
Q1 		$83K Buy
1,251
+26
+2% +$1.64K 0.02% 311
2020
Q4 		$82K Hold
1,225
– – 0.02% 280
2020
Q3 		$85K Sell
1,225
-182
-13% -$12.4K 0.02% 241
2020
Q2 		$88K Sell
1,407
-64
-4% -$4.03K 0.03% 234
2020
Q1 		$89K Sell
1,471
-237
-14% -$15.4K 0.03% 203
2019
Q4 		$108K Sell
1,708
-20
-1% -$1.25K 0.04% 233
2019
Q3 		$112K Hold
1,728
– – 0.04% 214
2019
Q2 		$102K Sell
1,728
-10
-0.6% -$575 0.04% 232
2019
Q1 		$97K Hold
1,738
– – 0.04% 231
2018
Q4 		$85K Buy
+1,738
New +$87.2K 0.04% 223

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lindbrook Capital's XEL Position: Q1 2025 in Review

Lindbrook Capital increased its Xcel Energy (XEL) stake by 53% in Q1 2025, buying an estimated $89.2K and bringing the position to 3,771 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #341.

Lindbrook Capital first reported a position in XEL in Q4 2018 and has held it in 26 quarters since. 1,133 funds tracked by Wall St. Rank hold XEL as of Q1 2025.

  • Lindbrook Capital held 3,771 shares of Xcel Energy worth $267K as of Q1 2025.
  • Lindbrook Capital bought 1,311 Xcel Energy shares in Q1 2025, an estimated $89.2K.
  • Xcel Energy made up 0.02% of Lindbrook Capital's portfolio in Q1 2025, its #341 holding.
  • Lindbrook Capital first reported a position in Xcel Energy in Q4 2018 and has held it in 26 quarters since.
  • 1,133 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.