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Ransom Advisory’s Xcel Energy XEL Stock Holding History

Ransom Advisory’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 		$51.9K Hold
702
– – 0.02% 218
2025
Q3 		$56.6K Hold
702
– – 0.03% 158
2025
Q2 		$47.8K Hold
702
– – 0.02% 177
2025
Q1 		$49.7K Hold
702
– – 0.02% 181
2024
Q4 		$47.4K Hold
702
– – 0.02% 220
2024
Q3 		$45.8K Hold
702
– – 0.02% 227
2024
Q2 		$37.5K Buy
+702
New +$38.2K 0.02% 240

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Ransom Advisory's XEL Position: Q4 2025 in Review

Ransom Advisory held its Xcel Energy (XEL) position steady in Q4 2025 at 702 shares worth $51.9K. The position accounts for 0.02% of the portfolio, ranked #218.

Ransom Advisory first reported a position in XEL in Q2 2024 and has held it in 7 quarters since. The position peaked at $56.6K in Q3 2025. 1,252 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

  • Ransom Advisory held 702 shares of Xcel Energy worth $51.9K as of Q4 2025.
  • Ransom Advisory left its Xcel Energy share count unchanged in Q4 2025.
  • Xcel Energy made up 0.02% of Ransom Advisory's portfolio in Q4 2025, its #218 holding.
  • Ransom Advisory first reported a position in Xcel Energy in Q2 2024 and has held it in 7 quarters since.
  • Ransom Advisory's Xcel Energy position peaked at $56.6K in Q3 2025.
  • 1,252 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.