Rise Advisors’s Xcel Energy XEL Stock Holding History

Rise 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 Q4	–	Sell	-525	Closed	-$42.3K	–	1453
2025 Q3	$42.3K	Buy	525 +7	+1%	+$506	0.02%	290
2025 Q2	$35.3K	Buy	518 +200	+63%	+$13.9K	0.01%	305
2025 Q1	$22.5K	Buy	+318	New	+$21.6K	0.01%	441

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Rise Advisors's XEL Position: Q4 2025 in Review

Rise Advisors sold out of Xcel Energy (XEL) in Q4 2025, closing a stake of 525 shares — an estimated $42.3K sold.

Rise Advisors first reported a position in XEL in Q1 2025 and held it in 3 quarters. The position peaked at $42.3K in Q3 2025. 1,253 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

Rise Advisors reported no remaining Xcel Energy position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 525 Xcel Energy shares in Q4 2025, an estimated $42.3K.
Rise Advisors first reported a position in Xcel Energy in Q1 2025 and held it in 3 quarters.
Rise Advisors's Xcel Energy position peaked at $42.3K in Q3 2025.
1,253 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.