Nemes Rush Group’s Xcel Energy XEL Stock Holding History

Nemes Rush 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	$26.7K	Buy	336 +22	+7%	+$1.73K	﹤0.01%	431
2025 Q4	$23.2K	Buy	314 +2	+0.6%	+$158	﹤0.01%	448
2025 Q3	$25.1K	Buy	312 +69	+28%	+$4.99K	﹤0.01%	408
2025 Q2	$16.5K	Buy	243 +2	+0.8%	+$139	﹤0.01%	431
2025 Q1	$17.1K	Buy	241 +2	+0.8%	+$136	﹤0.01%	419
2024 Q4	$16.1K	Buy	239 +2	+0.8%	+$134	﹤0.01%	416
2024 Q3	$12.7K	Hold	237	–	–	﹤0.01%	382
2024 Q2	$12.7K	Hold	237	–	–	﹤0.01%	387
2024 Q1	$12.7K	Buy	237 +2	+0.9%	+$114	﹤0.01%	418
2023 Q4	$14.5K	Buy	235 +2	+0.9%	+$120	﹤0.01%	390
2023 Q3	$13.3K	Buy	233 +2	+0.9%	+$120	﹤0.01%	375
2023 Q2	$14.4K	Buy	+231	New	+$15.4K	﹤0.01%	391

Other funds holding XEL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return