Shell Asset Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $970K | Sell |
12,028
-19,939
| -62% | -$1.44M | 0.1% | 237 |
|
|
2025
Q2 | $2.18M | Buy |
31,967
+5,872
| +23% | +$407K | 0.08% | 251 |
|
|
2025
Q1 | $1.85M | Sell |
26,095
-522
| -2% | -$35.5K | 0.09% | 208 |
|
|
2024
Q4 | $1.8M | Sell |
26,617
-7,569
| -22% | -$508K | 0.08% | 217 |
|
|
2024
Q3 | $2.23M | Buy |
+34,186
| New | +$2.03M | 0.1% | 181 |
|
|
2024
Q1 | $1.63M | Buy |
30,579
+4,193
| +16% | +$239K | 0.07% | 225 |
|
|
2023
Q4 | $1.63M | Sell |
26,386
-5,457
| -17% | -$327K | 0.08% | 247 |
|
|
2023
Q3 | $1.82M | Sell |
31,843
-965
| -3% | -$58K | 0.08% | 252 |
|
|
2023
Q2 | $2.04M | Sell |
32,808
-531
| -2% | -$35.5K | 0.08% | 238 |
|
|
2023
Q1 | $2.25M | Sell |
33,339
-104
| -0.3% | -$7.02K | 0.09% | 222 |
|
|
2022
Q4 | $2.35M | Sell |
33,443
-6,174
| -16% | -$411K | 0.1% | 211 |
|
|
2022
Q3 | $2.54M | Sell |
39,617
-8,474
| -18% | -$617K | 0.1% | 209 |
|
|
2022
Q2 | $3.4M | Sell |
48,091
-4,430
| -8% | -$322K | 0.1% | 207 |
|
|
2022
Q1 | $3.79M | Sell |
52,521
-1,600
| -3% | -$110K | 0.09% | 221 |
|
|
2021
Q4 | $3.66M | Sell |
54,121
-26,743
| -33% | -$1.74M | 0.08% | 246 |
|
|
2021
Q3 | $5.05M | Sell |
80,864
-29,214
| -27% | -$1.97M | 0.11% | 194 |
|
|
2021
Q2 | $7.25M | Sell |
110,078
-2,320
| -2% | -$161K | 0.14% | 158 |
|
|
2021
Q1 | $7.48M | Sell |
112,398
-6,122
| -5% | -$387K | 0.15% | 160 |
|
|
2020
Q4 | $7.9M | Buy |
118,520
+9,787
| +9% | +$682K | 0.16% | 149 |
|
|
2020
Q3 | $7.5M | Sell |
108,733
-3,813
| -3% | -$260K | 0.17% | 137 |
|
|
2020
Q2 | $7.03M | Buy |
112,546
+6,475
| +6% | +$408K | 0.18% | 139 |
|
|
2020
Q1 | $6.4M | Sell |
106,071
-5,434
| -5% | -$354K | 0.18% | 141 |
|
|
2019
Q4 | $7.08M | Buy |
111,505
+4,140
| +4% | +$259K | 0.15% | 178 |
|
|
2019
Q3 | $6.97M | Sell |
107,365
-18,621
| -15% | -$1.16M | 0.16% | 163 |
|
|
2019
Q2 | $7.5M | Sell |
125,986
-4,936
| -4% | -$284K | 0.17% | 157 |
|
|
2019
Q1 | $7.36M | Buy |
130,922
+709
| +0.5% | +$37.7K | 0.16% | 162 |
|
|
2018
Q4 | $6.42M | Sell |
130,213
-4,762
| -4% | -$239K | 0.16% | 165 |
|
|
2018
Q3 | $6.37M | Sell |
134,975
-2,536
| -2% | -$120K | 0.13% | 196 |
|
|
2018
Q2 | $6.28M | Sell |
137,511
-6,358
| -4% | -$285K | 0.13% | 197 |
|
|
2018
Q1 | $6.54M | Buy |
143,869
+2,828
| +2% | +$126K | 0.13% | 197 |
|
|
2017
Q4 | $6.79M | Buy |
141,041
+8,207
| +6% | +$407K | 0.13% | 198 |
|
|
2017
Q3 | $6.29M | Sell |
132,834
-88,500
| -40% | -$4.25M | 0.14% | 189 |
|
|
2017
Q2 | $10.2M | Buy |
221,334
+2,232
| +1% | +$103K | 0.22% | 133 |
|
|
2017
Q1 | $9.74M | Buy |
219,102
+16,130
| +8% | +$683K | 0.21% | 137 |
|
|
2016
Q4 | $8.26M | Sell |
202,972
-66,624
| -25% | -$2.66M | 0.19% | 139 |
|
|
2016
Q3 | $11.1M | Sell |
269,596
-18,472
| -6% | -$790K | 0.23% | 120 |
|
|
2016
Q2 | $12.9M | Buy |
288,068
+27,811
| +11% | +$1.15M | 0.3% | 89 |
|
|
2016
Q1 | $10.9M | Buy |
260,257
+10,425
| +4% | +$406K | 0.26% | 100 |
|
|
2015
Q4 | $8.97M | Sell |
249,832
-131,598
| -35% | -$4.7M | 0.21% | 114 |
|
|
2015
Q3 | $11.6M | Buy |
381,430
+123,288
| +48% | +$4.19M | 0.18% | 113 |
|
|
2015
Q2 | $8.31M | Sell |
258,142
-42,496
| -14% | -$1.43M | 0.17% | 143 |
|
|
2015
Q1 | $10.5M | Sell |
300,638
-61,400
| -17% | -$2.2M | 0.18% | 133 |
|
|
2014
Q4 | $13M | Sell |
362,038
-19,392
| -5% | -$651K | 0.21% | 119 |
|
|
2014
Q3 | $11.6M | Sell |
381,430
-407
| -0.1% | -$12.7K | 0.18% | 116 |
|
|
2014
Q2 | $12.3M | Buy |
381,837
+15,799
| +4% | +$490K | 0.19% | 110 |
|
|
2014
Q1 | $11.1M | Buy |
366,038
+14,269
| +4% | +$416K | 0.18% | 116 |
|
|
2013
Q4 | $9.83M | Sell |
351,769
-6,161
| -2% | -$174K | 0.17% | 123 |
|
|
2013
Q3 | $9.88M | Buy |
357,930
+46,037
| +15% | +$1.32M | 0.18% | 129 |
|
|
2013
Q2 | $8.84M | Buy |
+311,893
| New | +$9.32M | 0.17% | 141 |
|
Other funds holding XEL
Shell Asset Management's XEL Position: Q3 2025 in Review
Shell Asset Management reduced its Xcel Energy (XEL) stake by 62% in Q3 2025, selling an estimated $1.44M and leaving 12,028 shares worth $970K. The position accounts for 0.1% of the portfolio, ranked #237.
Shell Asset Management first reported a position in XEL in Q2 2013 and has held it in 49 quarters since. The position peaked at $13M in Q4 2014. 1,185 funds tracked by Wall St. Rank hold XEL as of Q3 2025.
- Shell Asset Management held 12,028 shares of Xcel Energy worth $970K as of Q3 2025.
- Shell Asset Management sold 19,939 Xcel Energy shares in Q3 2025, an estimated $1.44M.
- Xcel Energy made up 0.1% of Shell Asset Management's portfolio in Q3 2025, its #237 holding.
- Shell Asset Management first reported a position in Xcel Energy in Q2 2013 and has held it in 49 quarters since.
- Shell Asset Management's Xcel Energy position peaked at $13M in Q4 2014.
- 1,185 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2025.
Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.