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XEL icon

Pitcairn’s Xcel Energy XEL Stock Holding History

Pitcairn’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
Q4 		– Sell
-2,715
Closed -$219K – 605
2025
Q3 		$219K Buy
+2,715
New +$196K 0.02% 586
2025
Q2 		– Sell
-3,472
Closed -$246K – 740
2025
Q1 		$246K Sell
3,472
-165
-5% -$11.2K 0.01% 643
2024
Q4 		$246K Sell
3,637
-84
-2% -$5.63K 0.01% 635
2024
Q3 		$243K Buy
+3,721
New +$221K 0.01% 647
2024
Q2 		– Sell
-4,172
Closed -$224K – 751
2024
Q1 		$224K Buy
+4,172
New +$238K 0.01% 662
2023
Q3 		– Sell
-3,324
Closed -$207K – 686
2023
Q2 		$207K Buy
3,324
+218
+7% +$14.6K 0.02% 616
2023
Q1 		$209K Buy
3,106
+48
+2% +$3.24K 0.02% 573
2022
Q4 		$214K Buy
+3,058
New +$203K 0.02% 554
2022
Q3 		– Sell
-2,929
Closed -$207K – 603
2022
Q2 		$207K Buy
+2,929
New +$213K 0.02% 553

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Pitcairn's XEL Position: Q4 2025 in Review

Pitcairn sold out of Xcel Energy (XEL) in Q4 2025, closing a stake of 2,715 shares — an estimated $219K sold.

Pitcairn first reported a position in XEL in Q2 2022 and held it in 9 quarters. The position peaked at $246K in Q1 2025. 1,246 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

  • Pitcairn reported no remaining Xcel Energy position as of Q4 2025 after selling out during the quarter.
  • Pitcairn sold 2,715 Xcel Energy shares in Q4 2025, an estimated $219K.
  • Pitcairn first reported a position in Xcel Energy in Q2 2022 and held it in 9 quarters.
  • Pitcairn's Xcel Energy position peaked at $246K in Q1 2025.
  • 1,246 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on Pitcairn's 13F filing for Q4 2025.