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Panoramic Investment Advisors’s Xcel Energy XEL Stock Holding History

Panoramic Investment 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
Q2 		– Sell
-2,971
Closed -$210K – 127
2025
Q1 		$210K Hold
2,971
– – 0.14% 111
2024
Q4 		$201K Buy
+2,971
New +$199K 0.13% 114
2024
Q1 		– Sell
-3,502
Closed -$217K – 117
2023
Q4 		$217K Sell
3,502
-41
-1% -$2.46K 0.19% 99
2023
Q3 		$203K Buy
+3,543
New +$213K 0.19% 95
2022
Q4 		$294K Buy
+4,189
New +$279K 0.3% 73

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Panoramic Investment Advisors's XEL Position: Q2 2025 in Review

Panoramic Investment Advisors sold out of Xcel Energy (XEL) in Q2 2025, closing a stake of 2,971 shares — an estimated $210K sold.

Panoramic Investment Advisors first reported a position in XEL in Q4 2022 and held it in 5 quarters. The position peaked at $294K in Q4 2022. 1,132 funds tracked by Wall St. Rank hold XEL as of Q2 2025.

  • Panoramic Investment Advisors reported no remaining Xcel Energy position as of Q2 2025 after selling out during the quarter.
  • Panoramic Investment Advisors sold 2,971 Xcel Energy shares in Q2 2025, an estimated $210K.
  • Panoramic Investment Advisors first reported a position in Xcel Energy in Q4 2022 and held it in 5 quarters.
  • Panoramic Investment Advisors's Xcel Energy position peaked at $294K in Q4 2022.
  • 1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2025.

Based on Panoramic Investment Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.