Smith Anglin Financial’s Xcel Energy XEL Stock Holding History

Smith Anglin Financial’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 Q2	$369K	Buy	5,421 +44	+0.8%	+$3.05K	0.03%	144
2025 Q1	$381K	Sell	5,377 -1	-0%	-$68	0.04%	140
2024 Q4	$363K	Buy	5,378 +1	+0%	+$67	0.03%	141
2024 Q3	$351K	Buy	5,377 +46	+0.9%	+$2.73K	0.03%	141
2024 Q2	$285K	Sell	5,331 -665	-11%	-$36.2K	0.03%	146
2024 Q1	$322K	Buy	5,996 +714	+14%	+$40.8K	0.03%	135
2023 Q4	$327K	Buy	5,282 +680	+15%	+$40.8K	0.04%	131
2023 Q3	$263K	Buy	4,602 +36	+0.8%	+$2.16K	0.03%	143
2023 Q2	$284K	Buy	4,566 +34	+0.8%	+$2.27K	0.03%	139
2023 Q1	$306K	Buy	4,532 +32	+0.7%	+$2.16K	0.05%	122
2022 Q4	$315K	Buy	4,500 +36	+0.8%	+$2.4K	0.06%	105
2022 Q3	$286K	Buy	4,464 +1	+0%	+$73	0.06%	108
2022 Q2	$316K	Buy	4,463 +29	+0.7%	+$2.11K	0.09%	92
2022 Q1	$320K	Buy	4,434 +147	+3%	+$10.1K	0.07%	95
2021 Q4	$290K	Buy	+4,287	New	+$279K	0.05%	121

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Smith Anglin Financial's XEL Position: Q2 2025 in Review

Smith Anglin Financial increased its Xcel Energy (XEL) stake by 0.82% in Q2 2025, buying an estimated $3.05K and bringing the position to 5,421 shares worth $369K. The position accounts for 0.03% of the portfolio, ranked #144.

Smith Anglin Financial first reported a position in XEL in Q4 2021 and has held it in 15 quarters since. The position peaked at $381K in Q1 2025. 1,132 funds tracked by Wall St. Rank hold XEL as of Q2 2025.

Smith Anglin Financial held 5,421 shares of Xcel Energy worth $369K as of Q2 2025.
Smith Anglin Financial bought 44 Xcel Energy shares in Q2 2025, an estimated $3.05K.
Xcel Energy made up 0.03% of Smith Anglin Financial's portfolio in Q2 2025, its #144 holding.
Smith Anglin Financial first reported a position in Xcel Energy in Q4 2021 and has held it in 15 quarters since.
Smith Anglin Financial's Xcel Energy position peaked at $381K in Q1 2025.
1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.