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Marcum Wealth’s Xcel Energy XEL Stock Holding History

Marcum Wealth’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 		$249K Sell
3,520
-102
-3% -$6.94K 0.02% 318
2024
Q4 		$245K Buy
3,622
+236
+7% +$15.8K 0.02% 326
2024
Q3 		$221K Buy
+3,386
New +$201K 0.02% 342

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marcum Wealth's XEL Position: Q1 2025 in Review

Marcum Wealth reduced its Xcel Energy (XEL) stake by 2.8% in Q1 2025, selling an estimated $6.94K and leaving 3,520 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #318.

Marcum Wealth first reported a position in XEL in Q3 2024 and has held it in 3 quarters since. 1,133 funds tracked by Wall St. Rank hold XEL as of Q1 2025.

  • Marcum Wealth held 3,520 shares of Xcel Energy worth $249K as of Q1 2025.
  • Marcum Wealth sold 102 Xcel Energy shares in Q1 2025, an estimated $6.94K.
  • Xcel Energy made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #318 holding.
  • Marcum Wealth first reported a position in Xcel Energy in Q3 2024 and has held it in 3 quarters since.
  • 1,133 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.