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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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return