Proquility Private Wealth Partners’s Xcel Energy XEL Stock Holding History

Proquility Private Wealth Partners’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 Q1	$2.84M	Buy	40,141 +213	+0.5%	+$14.5K	0.88%	41
2024 Q4	$2.7M	Buy	39,928 +2,727	+7%	+$183K	0.87%	38
2024 Q3	$2.43M	Sell	37,201 -669	-2%	-$39.7K	0.78%	42
2024 Q2	$2.02M	Buy	37,870 +320	+0.9%	+$17.4K	0.69%	46
2024 Q1	$2.02M	Buy	37,550 +4,158	+12%	+$237K	0.69%	43
2023 Q4	$2.07M	Buy	+33,392	New	+$2M	0.78%	43

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Proquility Private Wealth Partners's XEL Position: Q1 2025 in Review

Proquility Private Wealth Partners increased its Xcel Energy (XEL) stake by 0.53% in Q1 2025, buying an estimated $14.5K and bringing the position to 40,141 shares worth $2.84M. The position accounts for 0.88% of the portfolio, ranked #41.

Proquility Private Wealth Partners first reported a position in XEL in Q4 2023 and has held it in 6 quarters since. 1,132 funds tracked by Wall St. Rank hold XEL as of Q1 2025.

Proquility Private Wealth Partners held 40,141 shares of Xcel Energy worth $2.84M as of Q1 2025.
Proquility Private Wealth Partners bought 213 Xcel Energy shares in Q1 2025, an estimated $14.5K.
Xcel Energy made up 0.88% of Proquility Private Wealth Partners's portfolio in Q1 2025, its #41 holding.
Proquility Private Wealth Partners first reported a position in Xcel Energy in Q4 2023 and has held it in 6 quarters since.
1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.