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Richard W. Paul & Associates’s Xcel Energy XEL Stock Holding History

Richard W. Paul & Associates’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
2026
Q1 		$15.7K Sell
197
-89
-31% -$6.98K 0.01% 209
2025
Q4 		$21.1K Sell
286
-32
-10% -$2.52K 0.01% 196
2025
Q3 		$25.6K Sell
318
-1
-0.3% -$72 0.01% 194
2025
Q2 		$21.7K Buy
319
+8
+3% +$555 0.01% 215
2025
Q1 		$22K Sell
311
-4
-1% -$272 0.01% 212
2024
Q4 		$21.3K Sell
315
-1
-0.3% -$67 0.01% 253
2024
Q3 		$20.6K Buy
316
+69
+28% +$4.09K 0.01% 252
2024
Q2 		$13.2K Buy
247
+37
+18% +$2.01K 0.01% 287
2024
Q1 		$11.3K Sell
210
-4
-2% -$228 ﹤0.01% 311
2023
Q4 		$13.2K Buy
214
+103
+93% +$6.18K 0.01% 283
2023
Q3 		$6.35K Buy
111
+46
+71% +$2.77K ﹤0.01% 328
2023
Q2 		$4.04K Hold
65
– – ﹤0.01% 378
2023
Q1 		$4.38K Hold
65
– – ﹤0.01% 382
2022
Q4 		$4.56K Buy
+65
New +$4.33K ﹤0.01% 375

Other funds holding XEL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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