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ORG Partners’s Xcel Energy XEL Stock Holding History

ORG Partners’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 		$21.9K Sell
296
-18
-6% -$1.42K ﹤0.01% 780
2025
Q3 		$25.4K Buy
314
+197
+168% +$14.3K ﹤0.01% 740
2025
Q2 		$8.09K Buy
117
+54
+86% +$3.75K ﹤0.01% 946
2025
Q1 		$4.51K Sell
63
-173
-73% -$11.8K ﹤0.01% 948
2024
Q4 		$16K Buy
236
+48
+26% +$3.22K ﹤0.01% 801
2024
Q3 		$12.3K Sell
188
-99
-34% -$5.87K ﹤0.01% 753
2024
Q2 		$15.1K Buy
287
+214
+293% +$11.6K ﹤0.01% 1153
2024
Q1 		$3.93K Sell
73
-84
-54% -$4.8K 0.01% 362
2023
Q4 		$9.72K Buy
157
+5
+3% +$300 ﹤0.01% 768
2023
Q3 		$8.74K Buy
152
+30
+25% +$1.8K ﹤0.01% 848
2023
Q2 		$8.05K Buy
+122
New +$8.14K ﹤0.01% 1009

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 $3.37T AUM 44.26% 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

ORG Partners's XEL Position: Q4 2025 in Review

ORG Partners reduced its Xcel Energy (XEL) stake by 5.7% in Q4 2025, selling an estimated $1.42K and leaving 296 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

ORG Partners first reported a position in XEL in Q2 2023 and has held it in 11 quarters since. The position peaked at $25.4K in Q3 2025. 1,251 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

  • ORG Partners held 296 shares of Xcel Energy worth $21.9K as of Q4 2025.
  • ORG Partners sold 18 Xcel Energy shares in Q4 2025, an estimated $1.42K.
  • Xcel Energy made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #780 holding.
  • ORG Partners first reported a position in Xcel Energy in Q2 2023 and has held it in 11 quarters since.
  • ORG Partners's Xcel Energy position peaked at $25.4K in Q3 2025.
  • 1,251 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.