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Spurstone Advisory Services’s Xcel Energy XEL Stock Holding History

Spurstone Advisory Services’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
-233
Closed -$18.8K – 117
2025
Q3 		$18.8K Hold
233
– – 0.27% 38
2025
Q2 		$15.9K Hold
233
– – 0.24% 55
2025
Q1 		$16.5K Hold
233
– – 0.32% 33
2024
Q4 		$15.7K Buy
+233
New +$15.6K 0.3% 33

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 $298B AUM 21.96% 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

Spurstone Advisory Services's XEL Position: Q4 2025 in Review

Spurstone Advisory Services sold out of Xcel Energy (XEL) in Q4 2025, closing a stake of 233 shares — an estimated $18.8K sold.

Spurstone Advisory Services first reported a position in XEL in Q4 2024 and held it in 4 quarters. The position peaked at $18.8K in Q3 2025. 1,247 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

  • Spurstone Advisory Services reported no remaining Xcel Energy position as of Q4 2025 after selling out during the quarter.
  • Spurstone Advisory Services sold 233 Xcel Energy shares in Q4 2025, an estimated $18.8K.
  • Spurstone Advisory Services first reported a position in Xcel Energy in Q4 2024 and held it in 4 quarters.
  • Spurstone Advisory Services's Xcel Energy position peaked at $18.8K in Q3 2025.
  • 1,247 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on Spurstone Advisory Services's 13F filing for Q4 2025, filed 29 Jan 2026.