SGC
XEL icon

Slocum, Gordon & Co’s Xcel Energy XEL Stock Holding History

Slocum, Gordon & Co’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
-600
Closed -$40.9K – 126
2025
Q2 		$40.9K Hold
600
– – 0.03% 90
2025
Q1 		$42.5K Hold
600
– – 0.03% 86
2024
Q4 		$40.5K Hold
600
– – 0.03% 88
2024
Q3 		$39.2K Hold
600
– – 0.02% 90
2024
Q2 		$32K Hold
600
– – 0.02% 97
2024
Q1 		$32.3K Hold
600
– – 0.02% 93
2023
Q4 		$37.1K Hold
600
– – 0.03% 90
2023
Q3 		$34.3K Hold
600
– – 0.03% 92
2023
Q2 		$37.3K Sell
600
-22
-4% -$1.47K 0.03% 84
2023
Q1 		$41.9K Hold
622
– – 0.03% 84
2022
Q4 		$43.6K Buy
+622
New +$41.4K 0.03% 84

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Slocum, Gordon & Co's XEL Position: Q3 2025 in Review

Slocum, Gordon & Co sold out of Xcel Energy (XEL) in Q3 2025, closing a stake of 600 shares — an estimated $40.9K sold.

Slocum, Gordon & Co first reported a position in XEL in Q4 2022 and held it in 11 quarters. The position peaked at $43.6K in Q4 2022. 1,185 funds tracked by Wall St. Rank hold XEL as of Q3 2025.

  • Slocum, Gordon & Co reported no remaining Xcel Energy position as of Q3 2025 after selling out during the quarter.
  • Slocum, Gordon & Co sold 600 Xcel Energy shares in Q3 2025, an estimated $40.9K.
  • Slocum, Gordon & Co first reported a position in Xcel Energy in Q4 2022 and held it in 11 quarters.
  • Slocum, Gordon & Co's Xcel Energy position peaked at $43.6K in Q4 2022.
  • 1,185 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2025.

Based on Slocum, Gordon & Co's 13F filing for Q3 2025, filed 17 Oct 2025.