Pinnacle Financial Partners (Tennessee)’s Xcel Energy XEL Stock Holding History

Pinnacle Financial Partners (Tennessee)’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 Q3	$472K	Buy	5,856 +493	+9%	+$35.7K	0.01%	341
2025 Q2	$365K	Buy	5,363 +1,585	+42%	+$110K	0.01%	365
2025 Q1	$267K	Buy	+3,778	New	+$257K	0.01%	397
2024 Q3	–	Sell	-500	Closed	-$26.9K	–	561
2024 Q2	$26.9K	Hold	500	–	–	﹤0.01%	501
2024 Q1	$26.9K	Hold	500	–	–	﹤0.01%	495
2023 Q4	$31K	Hold	500	–	–	﹤0.01%	473
2023 Q3	$28.6K	Hold	500	–	–	﹤0.01%	453
2023 Q2	$31.1K	Hold	500	–	–	﹤0.01%	460
2023 Q1	$33.7K	Hold	500	–	–	﹤0.01%	451
2022 Q4	$35.1K	Hold	500	–	–	﹤0.01%	437
2022 Q3	$32K	Buy	+500	New	+$36.4K	﹤0.01%	434
2021 Q1	–	Sell	-3,178	Closed	-$211K	–	472
2020 Q4	$211K	Buy	+3,178	New	+$221K	0.01%	333
2020 Q2	–	Sell	-3,440	Closed	-$207K	–	452
2020 Q1	$207K	Sell	3,440 -1,084	-24%	-$70.6K	0.01%	311
2019 Q4	$287K	Sell	4,524 -49	-1%	-$3.06K	0.02%	310
2019 Q3	$296K	Sell	4,573 -89	-2%	-$5.55K	0.02%	286
2019 Q2	$277K	Sell	4,662 -609	-12%	-$35K	0.02%	294
2019 Q1	$296K	Buy	+5,271	New	+$280K	0.02%	284
2017 Q3	–	Sell	-45	Closed	-$2K	–	451
2017 Q2	$2K	Buy	+45	New	+$2.07K	﹤0.01%	465

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Pinnacle Financial Partners (Tennessee)'s XEL Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) increased its Xcel Energy (XEL) stake by 9.2% in Q3 2025, buying an estimated $35.7K and bringing the position to 5,856 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #341.

Pinnacle Financial Partners (Tennessee) first reported a position in XEL in Q2 2017 and has held it in 18 quarters since. 1,184 funds tracked by Wall St. Rank hold XEL as of Q3 2025.

Pinnacle Financial Partners (Tennessee) held 5,856 shares of Xcel Energy worth $472K as of Q3 2025.
Pinnacle Financial Partners (Tennessee) bought 493 Xcel Energy shares in Q3 2025, an estimated $35.7K.
Xcel Energy made up 0.01% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #341 holding.
Pinnacle Financial Partners (Tennessee) first reported a position in Xcel Energy in Q2 2017 and has held it in 18 quarters since.
1,184 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.