Paradigm Asset Management’s Xcel Energy XEL Stock Holding History

Paradigm Asset Management’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	-12,400	Closed	-$878K	–	561
2025 Q1	$878K	Hold	12,400	–	–	0.23%	182
2024 Q4	$837K	Buy	+12,400	New	+$832K	0.23%	194
2020 Q2	–	Sell	-1,500	Closed	-$90.5K	–	423
2020 Q1	$90.5K	Hold	1,500	–	–	0.04%	301
2019 Q4	$95.2K	Buy	+1,500	New	+$93.8K	0.03%	343
2016 Q4	–	Sell	-16,050	Closed	-$660K	–	645
2016 Q3	$660K	Sell	16,050 -50	-0.3%	-$2.14K	0.12%	194
2016 Q2	$721K	Buy	+16,100	New	+$666K	0.13%	137
2015 Q3	–	Sell	-25,600	Closed	-$824K	–	886
2015 Q2	$824K	Buy	25,600 +200	+0.8%	+$6.73K	0.09%	237
2015 Q1	$884K	Buy	+25,400	New	+$908K	0.1%	217

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

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

Paradigm Asset Management's XEL Position: Q2 2025 in Review

Paradigm Asset Management sold out of Xcel Energy (XEL) in Q2 2025, closing a stake of 12,400 shares — an estimated $878K sold.

Paradigm Asset Management first reported a position in XEL in Q1 2015 and held it in 8 quarters. The position peaked at $884K in Q1 2015. 1,132 funds tracked by Wall St. Rank hold XEL as of Q2 2025.

Paradigm Asset Management reported no remaining Xcel Energy position as of Q2 2025 after selling out during the quarter.
Paradigm Asset Management sold 12,400 Xcel Energy shares in Q2 2025, an estimated $878K.
Paradigm Asset Management first reported a position in Xcel Energy in Q1 2015 and held it in 8 quarters.
Paradigm Asset Management's Xcel Energy position peaked at $884K in Q1 2015.
1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2025.

Based on Paradigm Asset Management's 13F filing for Q2 2025, filed 6 Aug 2025.