Sonora Investment Management Group’s Xcel Energy XEL Stock Holding History

Sonora Investment Management Group’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	$207K	Buy	+2,570	New	+$186K	0.01%	268

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

Sonora Investment Management Group's XEL Position: Q3 2025 in Review

Sonora Investment Management Group opened a new position in Xcel Energy (XEL) in Q3 2025: 2,570 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #268 among its holdings.

1,186 funds tracked by Wall St. Rank hold XEL as of Q3 2025.

Sonora Investment Management Group held 2,570 shares of Xcel Energy worth $207K as of Q3 2025.
Xcel Energy was a new Sonora Investment Management Group position in Q3 2025.
Xcel Energy made up 0.01% of Sonora Investment Management Group's portfolio in Q3 2025, its #268 holding.
1,186 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.