Nicolet Advisory Services’s Xcel Energy XEL Stock Holding History

Nicolet Advisory 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 Q4	$891K	Buy	12,044 +1,977	+20%	+$156K	0.06%	157
2025 Q3	$824K	Buy	10,067 +426	+4%	+$30.8K	0.06%	155
2025 Q2	$708K	Buy	9,641 +1,501	+18%	+$104K	0.06%	169
2025 Q1	$557K	Buy	8,140 +727	+10%	+$49.5K	0.06%	182
2024 Q4	$470K	Buy	7,413 +232	+3%	+$15.6K	0.04%	211
2024 Q3	$462K	Sell	7,181 -412	-5%	-$24.4K	0.04%	213
2024 Q2	$399K	Buy	7,593 +1,231	+19%	+$67K	0.04%	234
2024 Q1	$346K	Buy	6,362 +2,277	+56%	+$130K	0.04%	245
2023 Q4	$260K	Buy	4,085 +485	+13%	+$29.1K	0.03%	270
2023 Q3	$204K	Buy	3,600 +214	+6%	+$12.9K	0.02%	295
2023 Q2	$216K	Sell	3,386 -139	-4%	-$9.28K	0.02%	286
2023 Q1	$251K	Buy	+3,525	New	+$238K	0.03%	234
2021 Q2	–	Sell	-3,315	Closed	-$220K	–	202
2021 Q1	$220K	Sell	3,315 -705	-18%	-$44.6K	0.03%	163
2020 Q4	$268K	Buy	4,020 +749	+23%	+$52.2K	0.04%	145
2020 Q3	$226K	Sell	3,271 -4,520	-58%	-$308K	0.04%	148
2020 Q2	$487K	Sell	7,791 -636	-8%	-$40.1K	0.07%	114
2020 Q1	$508K	Buy	8,427 +4,747	+129%	+$309K	0.09%	108
2019 Q4	$234K	Buy	3,680 +143	+4%	+$8.95K	0.04%	153
2019 Q3	$230K	Buy	3,537 +4	+0.1%	+$249	0.03%	147
2019 Q2	$210K	Buy	+3,533	New	+$203K	0.03%	151

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Nicolet Advisory Services's XEL Position: Q4 2025 in Review

Nicolet Advisory Services increased its Xcel Energy (XEL) stake by 20% in Q4 2025, buying an estimated $156K and bringing the position to 12,044 shares worth $891K. The position accounts for 0.06% of the portfolio, ranked #157.

Nicolet Advisory Services first reported a position in XEL in Q2 2019 and has held it in 20 quarters since. 1,246 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

Nicolet Advisory Services held 12,044 shares of Xcel Energy worth $891K as of Q4 2025.
Nicolet Advisory Services bought 1,977 Xcel Energy shares in Q4 2025, an estimated $156K.
Xcel Energy made up 0.06% of Nicolet Advisory Services's portfolio in Q4 2025, its #157 holding.
Nicolet Advisory Services first reported a position in Xcel Energy in Q2 2019 and has held it in 20 quarters since.
1,246 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.