Madison Asset Management’s Xcel Energy XEL Stock Holding History

Madison 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 Q2	–	Sell	-3,000	Closed	-$212K	–	368
2025 Q1	$212K	Buy	+3,000	New	+$204K	﹤0.01%	341
2023 Q4	–	Sell	-5,064	Closed	-$290K	–	334
2023 Q3	$290K	Hold	5,064	–	–	﹤0.01%	309
2023 Q2	$315K	Buy	+5,064	New	+$338K	﹤0.01%	304

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Madison Asset Management's XEL Position: Q2 2025 in Review

Madison Asset Management sold out of Xcel Energy (XEL) in Q2 2025, closing a stake of 3,000 shares — an estimated $212K sold.

Madison Asset Management first reported a position in XEL in Q2 2023 and held it in 3 quarters. The position peaked at $315K in Q2 2023. 1,132 funds tracked by Wall St. Rank hold XEL as of Q2 2025.

Madison Asset Management reported no remaining Xcel Energy position as of Q2 2025 after selling out during the quarter.
Madison Asset Management sold 3,000 Xcel Energy shares in Q2 2025, an estimated $212K.
Madison Asset Management first reported a position in Xcel Energy in Q2 2023 and held it in 3 quarters.
Madison Asset Management's Xcel Energy position peaked at $315K in Q2 2023.
1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2025.

Based on Madison Asset Management's 13F filing for Q2 2025, filed 11 Aug 2025.