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Secured Retirement Advisors’s Xcel Energy XEL Stock Holding History

Secured Retirement 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
Q1 		– Sell
-5,087
Closed -$343K – 172
2024
Q4 		$343K Sell
5,087
-94
-2% -$6.3K 0.2% 115
2024
Q3 		$338K Sell
5,181
-14
-0.3% -$830 0.24% 89
2024
Q2 		$277K Hold
5,195
– – 0.22% 96
2024
Q1 		$279K Buy
5,195
+343
+7% +$19.6K 0.24% 92
2023
Q4 		$300K Buy
+4,852
New +$291K 0.29% 86

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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 $1.56T AUM 27.86% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Secured Retirement Advisors's XEL Position: Q1 2025 in Review

Secured Retirement Advisors sold out of Xcel Energy (XEL) in Q1 2025, closing a stake of 5,087 shares — an estimated $343K sold.

Secured Retirement Advisors first reported a position in XEL in Q4 2023 and held it in 5 quarters. The position peaked at $343K in Q4 2024. 1,132 funds tracked by Wall St. Rank hold XEL as of Q1 2025.

  • Secured Retirement Advisors reported no remaining Xcel Energy position as of Q1 2025 after selling out during the quarter.
  • Secured Retirement Advisors sold 5,087 Xcel Energy shares in Q1 2025, an estimated $343K.
  • Secured Retirement Advisors first reported a position in Xcel Energy in Q4 2023 and held it in 5 quarters.
  • Secured Retirement Advisors's Xcel Energy position peaked at $343K in Q4 2024.
  • 1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2025.

Based on Secured Retirement Advisors's 13F filing for Q1 2025, filed 1 May 2025.