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MilWealth Group’s Xcel Energy XEL Stock Holding History

MilWealth Group’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
2026
Q1 		– Sell
-148
Closed -$10.9K – 84
2025
Q4 		$10.9K Hold
148
– – ﹤0.01% 63
2025
Q3 		$11.9K Hold
148
– – ﹤0.01% 60
2025
Q2 		$10.1K Hold
148
– – ﹤0.01% 60
2025
Q1 		$10.5K Hold
148
– – ﹤0.01% 60
2024
Q4 		$9.99K Hold
148
– – ﹤0.01% 82
2024
Q3 		$9.66K Hold
148
– – ﹤0.01% 60
2024
Q2 		$7.91K Sell
148
-312
-68% -$17K ﹤0.01% 58
2024
Q1 		$24.7K Hold
460
– – 0.01% 50
2023
Q4 		$28.5K Hold
460
– – 0.01% 49
2023
Q3 		$26.3K Buy
+460
New +$27.6K 0.01% 49

Other funds holding XEL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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 $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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