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Sherbrooke Park Advisers’s Xcel Energy XEL Stock Holding History

Sherbrooke Park Advisers’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
-2,938
Closed -$237K – 557
2025
Q3 		$237K Buy
+2,938
New +$213K 0.11% 333
2025
Q2 		– Sell
-6,306
Closed -$446K – 816
2025
Q1 		$446K Sell
6,306
-5,912
-48% -$402K 0.21% 168
2024
Q4 		$825K Buy
12,218
+7,228
+145% +$485K 0.26% 90
2024
Q3 		$326K Buy
+4,990
New +$296K 0.07% 534
2024
Q2 		– Sell
-9,619
Closed -$517K – 1241
2024
Q1 		$517K Sell
9,619
-1,588
-14% -$90.7K 0.1% 345
2023
Q4 		$694K Buy
11,207
+7,475
+200% +$448K 0.33% 101
2023
Q3 		$214K Sell
3,732
-12,033
-76% -$723K 0.07% 385
2023
Q2 		$980K Sell
15,765
-935
-6% -$62.4K 0.51% 42
2023
Q1 		$1.13M Buy
16,700
+13,300
+391% +$898K 1.7% 3
2022
Q4 		$238K Buy
+3,400
New +$226K 0.17% 225

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Sherbrooke Park Advisers's XEL Position: Q4 2025 in Review

Sherbrooke Park Advisers sold out of Xcel Energy (XEL) in Q4 2025, closing a stake of 2,938 shares — an estimated $237K sold.

Sherbrooke Park Advisers first reported a position in XEL in Q4 2022 and held it in 10 quarters. The position peaked at $1.13M in Q1 2023. 1,247 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

  • Sherbrooke Park Advisers reported no remaining Xcel Energy position as of Q4 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 2,938 Xcel Energy shares in Q4 2025, an estimated $237K.
  • Sherbrooke Park Advisers first reported a position in Xcel Energy in Q4 2022 and held it in 10 quarters.
  • Sherbrooke Park Advisers's Xcel Energy position peaked at $1.13M in Q1 2023.
  • 1,247 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.