Pacific Capital Wealth Advisors’s Xcel Energy XEL Stock Holding History

Pacific Capital Wealth Advisors’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	–	Sell	-407	Closed	-$27.5K	–	392
2024 Q4	$27.5K	Sell	407 -20	-5%	-$1.34K	﹤0.01%	193
2024 Q3	$27.9K	Buy	427 +20	+5%	+$1.19K	﹤0.01%	201
2024 Q2	$21.7K	Hold	407	–	–	﹤0.01%	222
2024 Q1	$21.9K	Hold	407	–	–	0.01%	184
2023 Q4	$25.2K	Buy	+407	New	+$24.4K	0.01%	177
2020 Q4	–	Sell	-407	Closed	-$28K	–	202
2020 Q3	$28K	Buy	+407	New	+$27.8K	0.02%	131

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pacific Capital Wealth Advisors's XEL Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Xcel Energy (XEL) in Q1 2025, closing a stake of 407 shares — an estimated $27.5K sold.

Pacific Capital Wealth Advisors first reported a position in XEL in Q3 2020 and held it in 6 quarters. The position peaked at $28K in Q3 2020. 1,132 funds tracked by Wall St. Rank hold XEL as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Xcel Energy position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 407 Xcel Energy shares in Q1 2025, an estimated $27.5K.
Pacific Capital Wealth Advisors first reported a position in Xcel Energy in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's Xcel Energy position peaked at $28K in Q3 2020.
1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.