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Ritholtz Wealth Management’s Xcel Energy XEL Stock Holding History

Ritholtz Wealth Management’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
Q3 		– Sell
-4,958
Closed -$338K – 1123
2025
Q2 		$338K Buy
4,958
+120
+2% +$8.32K 0.01% 762
2025
Q1 		$342K Sell
4,838
-151
-3% -$10.3K 0.01% 708
2024
Q4 		$337K Sell
4,989
-618
-11% -$41.5K 0.01% 676
2024
Q3 		$366K Buy
5,607
+876
+19% +$52K 0.01% 652
2024
Q2 		$253K Buy
4,731
+20
+0.4% +$1.09K 0.01% 693
2024
Q1 		$253K Buy
+4,711
New +$269K 0.01% 683

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 $3.38T AUM 44.17% 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
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Ritholtz Wealth Management's XEL Position: Q3 2025 in Review

Ritholtz Wealth Management sold out of Xcel Energy (XEL) in Q3 2025, closing a stake of 4,958 shares — an estimated $338K sold.

Ritholtz Wealth Management first reported a position in XEL in Q1 2024 and held it in 6 quarters. The position peaked at $366K in Q3 2024. 1,186 funds tracked by Wall St. Rank hold XEL as of Q3 2025.

  • Ritholtz Wealth Management reported no remaining Xcel Energy position as of Q3 2025 after selling out during the quarter.
  • Ritholtz Wealth Management sold 4,958 Xcel Energy shares in Q3 2025, an estimated $338K.
  • Ritholtz Wealth Management first reported a position in Xcel Energy in Q1 2024 and held it in 6 quarters.
  • Ritholtz Wealth Management's Xcel Energy position peaked at $366K in Q3 2024.
  • 1,186 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2025.

Based on Ritholtz Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.