MPM
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MBB Public Markets’s Xcel Energy XEL Stock Holding History

MBB Public Markets’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
-3,699
Closed -$252K – 495
2025
Q2 		$252K Sell
3,699
-830
-18% -$57.6K 0.03% 341
2025
Q1 		$321K Buy
+4,529
New +$308K 0.04% 221
2024
Q4 		– Sell
-29,961
Closed -$1.96M – 560
2024
Q3 		$1.96M Sell
29,961
-19,226
-39% -$1.14M 0.17% 78
2024
Q2 		$2.63M Buy
49,187
+43,413
+752% +$2.36M 0.05% 290
2024
Q1 		$310K Buy
+5,774
New +$330K 0.02% 208
2023
Q4 		– Sell
-6,062
Closed -$347K – 142
2023
Q3 		$347K Buy
+6,062
New +$364K 0.02% 120
2022
Q1 		– Sell
-7,923
Closed -$536K – 479
2021
Q4 		$536K Buy
+7,923
New +$516K 0.01% 219

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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