Sierra Ocean’s Xcel Energy XEL Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-308	Closed	-$21K	–	984
2025 Q2	$21K	Sell	308 -77	-20%	-$5.34K	0.02%	319
2025 Q1	$27.3K	Buy	385 +1	+0.3%	+$68	0.02%	254
2024 Q4	$25.9K	Buy	+384	New	+$25.8K	0.02%	256

Other funds holding XEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Sierra Ocean's XEL Position: Q3 2025 in Review

Sierra Ocean sold out of Xcel Energy (XEL) in Q3 2025, closing a stake of 308 shares — an estimated $21K sold.

Sierra Ocean first reported a position in XEL in Q4 2024 and held it in 3 quarters. The position peaked at $27.3K in Q1 2025. 1,186 funds tracked by Wall St. Rank hold XEL as of Q3 2025.

Sierra Ocean reported no remaining Xcel Energy position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 308 Xcel Energy shares in Q3 2025, an estimated $21K.
Sierra Ocean first reported a position in Xcel Energy in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Xcel Energy position peaked at $27.3K in Q1 2025.
1,186 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.