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Marshall & Sullivan’s Xcel Energy XEL Stock Holding History

Marshall & Sullivan’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
Q3 		– Sell
-642
Closed -$43.7K – 111
2025
Q2 		$43.7K Buy
+642
New +$44.5K 0.02% 71
2023
Q1 		– Sell
-599
Closed -$42K – 91
2022
Q4 		$42K Buy
+599
New +$39.9K 0.03% 65

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Marshall & Sullivan's XEL Position: Q3 2025 in Review

Marshall & Sullivan sold out of Xcel Energy (XEL) in Q3 2025, closing a stake of 642 shares — an estimated $43.7K sold.

Marshall & Sullivan first reported a position in XEL in Q4 2022 and held it in 2 quarters. The position peaked at $43.7K in Q2 2025. 1,184 funds tracked by Wall St. Rank hold XEL as of Q3 2025.

  • Marshall & Sullivan reported no remaining Xcel Energy position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sullivan sold 642 Xcel Energy shares in Q3 2025, an estimated $43.7K.
  • Marshall & Sullivan first reported a position in Xcel Energy in Q4 2022 and held it in 2 quarters.
  • Marshall & Sullivan's Xcel Energy position peaked at $43.7K in Q2 2025.
  • 1,184 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.