OPS
XEL icon

Orion Portfolio Solutions’s Xcel Energy XEL Stock Holding History

Orion Portfolio Solutions’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
Q1 		$1.68M Buy
23,715
+658
+3% +$44.8K 0.02% 804
2024
Q4 		$1.56M Buy
23,057
+4,001
+21% +$268K 0.02% 814
2024
Q3 		$1.24M Sell
19,056
-692
-4% -$41K 0.01% 931
2024
Q2 		$1.05M Buy
19,748
+1,564
+9% +$85.1K 0.01% 964
2024
Q1 		$977K Sell
18,184
-3,111
-15% -$178K 0.01% 996
2023
Q4 		$1.35M Buy
21,295
+1,883
+10% +$113K 0.02% 810
2023
Q3 		$1.11M Sell
19,412
-1,320
-6% -$79.3K 0.01% 884
2023
Q2 		$1.29M Sell
20,732
-467
-2% -$31.2K 0.01% 839
2023
Q1 		$1.43M Buy
21,199
+7,313
+53% +$493K 0.02% 731
2022
Q4 		$974K Buy
13,886
+1,401
+11% +$93.2K 0.03% 316
2022
Q3 		$799K Buy
12,485
+1,445
+13% +$105K 0.03% 310
2022
Q2 		$781K Sell
11,040
-661
-6% -$48.1K 0.03% 295
2022
Q1 		$844K Sell
11,701
-753
-6% -$51.7K 0.03% 295
2021
Q4 		$843K Buy
12,454
+3,229
+35% +$210K 0.03% 310
2021
Q3 		$577K Sell
9,225
-494
-5% -$33.4K 0.02% 356
2021
Q2 		$640K Buy
9,719
+115
+1% +$8.01K 0.03% 312
2021
Q1 		$639K Buy
9,604
+1,253
+15% +$79.2K 0.03% 273
2020
Q4 		$557K Buy
8,351
+248
+3% +$17.3K 0.03% 282
2020
Q3 		$559K Buy
8,103
+274
+3% +$18.7K 0.03% 248
2020
Q2 		$489K Sell
7,829
-600
-7% -$37.8K 0.03% 243
2020
Q1 		$508K Buy
8,429
+317
+4% +$20.7K 0.03% 202
2019
Q4 		$515K Buy
+8,112
New +$507K 0.04% 203

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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 $1.56T 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Orion Portfolio Solutions's XEL Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Xcel Energy (XEL) stake by 2.9% in Q1 2025, buying an estimated $44.8K and bringing the position to 23,715 shares worth $1.68M. The position accounts for 0.02% of the portfolio, ranked #804.

Orion Portfolio Solutions first reported a position in XEL in Q4 2019 and has held it in 22 quarters since. 1,132 funds tracked by Wall St. Rank hold XEL as of Q1 2025.

  • Orion Portfolio Solutions held 23,715 shares of Xcel Energy worth $1.68M as of Q1 2025.
  • Orion Portfolio Solutions bought 658 Xcel Energy shares in Q1 2025, an estimated $44.8K.
  • Xcel Energy made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #804 holding.
  • Orion Portfolio Solutions first reported a position in Xcel Energy in Q4 2019 and has held it in 22 quarters since.
  • 1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.