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Parkworth Wealth Management’s Xcel Energy XEL Stock Holding History

Parkworth Wealth 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 		$477 Buy
7
+2
+40% +$139 ﹤0.01% 659
2025
Q1 		$354 Hold
5
– – ﹤0.01% 531
2024
Q4 		$338 Buy
+5
New +$335 ﹤0.01% 558

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

Parkworth Wealth Management's XEL Position: Q2 2025 in Review

Parkworth Wealth Management increased its Xcel Energy (XEL) stake by 40% in Q2 2025, buying an estimated $139 and bringing the position to 7 shares worth $477. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Parkworth Wealth Management first reported a position in XEL in Q4 2024 and has held it in 3 quarters since. 1,132 funds tracked by Wall St. Rank hold XEL as of Q2 2025.

  • Parkworth Wealth Management held 7 shares of Xcel Energy worth $477 as of Q2 2025.
  • Parkworth Wealth Management bought 2 Xcel Energy shares in Q2 2025, an estimated $139.
  • Xcel Energy made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #659 holding.
  • Parkworth Wealth Management first reported a position in Xcel Energy in Q4 2024 and has held it in 3 quarters since.
  • 1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.