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Morningstar Investment Management’s Xcel Energy XEL Stock Holding History

Morningstar Investment Management’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
-66,585
Closed -$5.37M – 475
2025
Q3 		$5.37M Buy
66,585
+63,600
+2,131% +$4.6M 0.2% 133
2025
Q2 		$203K Buy
+2,985
New +$207K 0.02% 204
2025
Q1 		– Sell
-3,274
Closed -$221K – 215
2024
Q4 		$221K Hold
3,274
– – 0.02% 198
2024
Q3 		$206K Buy
+3,274
New +$194K 0.02% 209
2024
Q1 		– Sell
-3,284
Closed -$203K – 208
2023
Q4 		$203K Buy
+3,284
New +$197K 0.02% 196
2023
Q3 		– Sell
-3,268
Closed -$203K – 178
2023
Q2 		$203K Buy
+3,268
New +$218K 0.03% 169

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 $3.38T AUM 44.17% 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

Morningstar Investment Management's XEL Position: Q4 2025 in Review

Morningstar Investment Management sold out of Xcel Energy (XEL) in Q4 2025, closing a stake of 66,585 shares — an estimated $5.37M sold.

Morningstar Investment Management first reported a position in XEL in Q2 2023 and held it in 6 quarters. The position peaked at $5.37M in Q3 2025. 1,253 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

  • Morningstar Investment Management reported no remaining Xcel Energy position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 66,585 Xcel Energy shares in Q4 2025, an estimated $5.37M.
  • Morningstar Investment Management first reported a position in Xcel Energy in Q2 2023 and held it in 6 quarters.
  • Morningstar Investment Management's Xcel Energy position peaked at $5.37M in Q3 2025.
  • 1,253 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.