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Marshall & Sterling Wealth Advisors’s Xcel Energy XEL Stock Holding History

Marshall & Sterling Wealth Advisors’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
-454
Closed -$36.6K – 637
2025
Q3 		$36.6K Sell
454
-14
-3% -$1.01K 0.02% 204
2025
Q2 		$31.8K Sell
468
-42
-8% -$2.91K 0.02% 216
2025
Q1 		$36.1K Buy
+510
New +$34.7K 0.02% 195

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's XEL Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Xcel Energy (XEL) in Q4 2025, closing a stake of 454 shares — an estimated $36.6K sold.

Marshall & Sterling Wealth Advisors first reported a position in XEL in Q1 2025 and held it in 3 quarters. The position peaked at $36.6K in Q3 2025. 1,253 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Xcel Energy position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 454 Xcel Energy shares in Q4 2025, an estimated $36.6K.
  • Marshall & Sterling Wealth Advisors first reported a position in Xcel Energy in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Xcel Energy position peaked at $36.6K in Q3 2025.
  • 1,253 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.