PSI Advisors’s Xcel Energy XEL Stock Holding History

PSI Advisors’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	-629	Closed	-$44.5K	–	708
2025 Q1	$44.5K	Sell	629 -1,000	-61%	-$68.1K	0.01%	250
2024 Q4	$110K	Hold	1,629	–	–	0.03%	176
2024 Q3	$106K	Hold	1,629	–	–	0.03%	183
2024 Q2	$87K	Buy	1,629 +44	+3%	+$2.39K	0.03%	194
2024 Q1	$85.2K	Hold	1,585	–	–	0.03%	195
2023 Q4	$98.1K	Hold	1,585	–	–	0.04%	180
2023 Q3	$90.7K	Hold	1,585	–	–	0.04%	181
2023 Q2	$98.5K	Hold	1,585	–	–	0.04%	169
2023 Q1	$107K	Hold	1,585	–	–	0.05%	153
2022 Q4	$111K	Hold	1,585	–	–	0.06%	145
2022 Q3	$101K	Hold	1,585	–	–	0.05%	161
2022 Q2	$112K	Hold	1,585	–	–	0.06%	165
2022 Q1	$114K	Hold	1,585	–	–	0.05%	186
2021 Q4	$107K	Hold	1,585	–	–	0.04%	193
2021 Q3	$99K	Buy	+1,585	New	+$107K	0.05%	197
2020 Q1	–	Sell	-1,785	Closed	-$113K	–	612
2019 Q4	$113K	Buy	+1,785	New	+$112K	0.07%	183

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

PSI Advisors's XEL Position: Q2 2025 in Review

PSI Advisors sold out of Xcel Energy (XEL) in Q2 2025, closing a stake of 629 shares — an estimated $44.5K sold.

PSI Advisors first reported a position in XEL in Q4 2019 and held it in 16 quarters. The position peaked at $114K in Q1 2022. 1,132 funds tracked by Wall St. Rank hold XEL as of Q2 2025.

PSI Advisors reported no remaining Xcel Energy position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 629 Xcel Energy shares in Q2 2025, an estimated $44.5K.
PSI Advisors first reported a position in Xcel Energy in Q4 2019 and held it in 16 quarters.
PSI Advisors's Xcel Energy position peaked at $114K in Q1 2022.
1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.