SFE Investment Counsel’s Xcel Energy XEL Stock Holding History

SFE Investment Counsel’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	-9,920	Closed	-$800K	–	156
2025 Q3	$800K	Sell	9,920 -950	-9%	-$68.7K	0.13%	91
2025 Q2	$740K	Buy	+10,870	New	+$754K	0.13%	92
2017 Q2	–	Sell	-11,120	Closed	-$494K	–	115
2017 Q1	$494K	Hold	11,120	–	–	0.18%	86
2016 Q4	$454K	Sell	11,120 -1,000	-8%	-$40K	0.18%	84
2016 Q3	$543K	Hold	12,120	–	–	0.26%	67
2016 Q2	$543K	Hold	12,120	–	–	0.25%	68
2016 Q1	$507K	Sell	12,120 -200	-2%	-$7.8K	0.23%	70
2015 Q4	$442K	Hold	12,320	–	–	0.21%	72
2015 Q3	$436K	Sell	12,320 -200	-2%	-$6.8K	0.21%	77
2015 Q2	$403K	Hold	12,520	–	–	0.16%	82
2015 Q1	$436K	Sell	12,520 -750	-6%	-$26.8K	0.18%	74
2014 Q4	$477K	Hold	13,270	–	–	0.2%	70
2014 Q3	$403K	Hold	13,270	–	–	0.17%	70
2014 Q2	$428K	Sell	13,270 -1,800	-12%	-$55.8K	0.17%	67
2014 Q1	$458K	Hold	15,070	–	–	0.2%	67
2013 Q4	$421K	Sell	15,070 -200	-1%	-$5.65K	0.18%	69
2013 Q3	$422K	Sell	15,270 -900	-6%	-$25.7K	0.2%	67
2013 Q2	$458K	Buy	+16,170	New	+$483K	0.24%	64

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

SFE Investment Counsel's XEL Position: Q4 2025 in Review

SFE Investment Counsel sold out of Xcel Energy (XEL) in Q4 2025, closing a stake of 9,920 shares — an estimated $800K sold.

SFE Investment Counsel first reported a position in XEL in Q2 2013 and held it in 18 quarters. The position peaked at $800K in Q3 2025. 1,247 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

SFE Investment Counsel reported no remaining Xcel Energy position as of Q4 2025 after selling out during the quarter.
SFE Investment Counsel sold 9,920 Xcel Energy shares in Q4 2025, an estimated $800K.
SFE Investment Counsel first reported a position in Xcel Energy in Q2 2013 and held it in 18 quarters.
SFE Investment Counsel's Xcel Energy position peaked at $800K in Q3 2025.
1,247 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on SFE Investment Counsel's 13F filing for Q4 2025, filed 5 Feb 2026.