RWA Wealth Partners’s Xcel Energy XEL Stock Holding History

RWA Wealth Partners’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 Q1	–	Sell	-5,155	Closed	-$348K	–	590
2024 Q4	$348K	Buy	5,155 +176	+4%	+$11.8K	﹤0.01%	464
2024 Q3	$325K	Buy	4,979 +1	+0%	+$59	﹤0.01%	464
2024 Q2	$266K	Hold	4,978	–	–	﹤0.01%	477
2024 Q1	$268K	Buy	4,978 +4	+0.1%	+$228	﹤0.01%	476
2023 Q4	$308K	Sell	4,974 -43	-0.9%	-$2.58K	﹤0.01%	436
2023 Q3	$287K	Hold	5,017	–	–	0.01%	329
2023 Q2	$312K	Sell	5,017 -127	-2%	-$8.48K	0.01%	269
2023 Q1	$347K	Buy	5,144 +127	+3%	+$8.57K	0.01%	202
2022 Q4	$365K	Sell	5,017 -452	-8%	-$30.1K	0.01%	203
2022 Q3	$350K	Hold	5,469	–	–	0.02%	185
2022 Q2	$387K	Buy	5,469 +639	+13%	+$46.5K	0.03%	174
2022 Q1	$349K	Hold	4,830	–	–	0.02%	192
2021 Q4	$327K	Hold	4,830	–	–	0.02%	205
2021 Q3	$302K	Hold	4,830	–	–	0.02%	203
2021 Q2	$318K	Hold	4,830	–	–	0.02%	201
2021 Q1	$321K	Buy	+4,830	New	+$305K	0.03%	191
2018 Q3	–	Sell	-1,150	Closed	-$53K	–	706
2018 Q2	$53K	Buy	1,150 +70	+6%	+$3.13K	0.01%	398
2018 Q1	$49K	Buy	+1,080	New	+$48.1K	0.01%	341

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RWA Wealth Partners's XEL Position: Q1 2025 in Review

RWA Wealth Partners sold out of Xcel Energy (XEL) in Q1 2025, closing a stake of 5,155 shares — an estimated $348K sold.

RWA Wealth Partners first reported a position in XEL in Q1 2018 and held it in 18 quarters. The position peaked at $387K in Q2 2022. 1,132 funds tracked by Wall St. Rank hold XEL as of Q1 2025.

RWA Wealth Partners reported no remaining Xcel Energy position as of Q1 2025 after selling out during the quarter.
RWA Wealth Partners sold 5,155 Xcel Energy shares in Q1 2025, an estimated $348K.
RWA Wealth Partners first reported a position in Xcel Energy in Q1 2018 and held it in 18 quarters.
RWA Wealth Partners's Xcel Energy position peaked at $387K in Q2 2022.
1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2025.

Based on RWA Wealth Partners's 13F filing for Q1 2025, filed 13 May 2025.