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Mattson Financial Services’s Xcel Energy XEL Stock Holding History

Mattson Financial Services’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
-14,079
Closed -$959K – 210
2025
Q2 		$959K Sell
14,079
-214
-1% -$14.8K 0.26% 108
2025
Q1 		$1.01M Sell
14,293
-1,796
-11% -$122K 0.3% 95
2024
Q4 		$1.05M Sell
16,089
-5,224
-25% -$350K 0.33% 91
2024
Q3 		$1.14M Sell
21,313
-150
-0.7% -$8.9K 0.41% 97
2024
Q2 		$1.15M Buy
+21,463
New +$1.17M 0.41% 97

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
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Mattson Financial Services's XEL Position: Q3 2025 in Review

Mattson Financial Services sold out of Xcel Energy (XEL) in Q3 2025, closing a stake of 14,079 shares — an estimated $959K sold.

Mattson Financial Services first reported a position in XEL in Q2 2024 and held it in 5 quarters. The position peaked at $1.15M in Q2 2024. 1,185 funds tracked by Wall St. Rank hold XEL as of Q3 2025.

  • Mattson Financial Services reported no remaining Xcel Energy position as of Q3 2025 after selling out during the quarter.
  • Mattson Financial Services sold 14,079 Xcel Energy shares in Q3 2025, an estimated $959K.
  • Mattson Financial Services first reported a position in Xcel Energy in Q2 2024 and held it in 5 quarters.
  • Mattson Financial Services's Xcel Energy position peaked at $1.15M in Q2 2024.
  • 1,185 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2025.

Based on Mattson Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.