Stanley-Laman Group’s Xcel Energy XEL Stock Holding History

Stanley-Laman 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	–	Sell	-4,124	Closed	-$281K	–	325
2025 Q2	$281K	Buy	4,124 +582	+16%	+$40.4K	0.04%	247
2025 Q1	$251K	Buy	+3,542	New	+$241K	0.04%	252
2024 Q4	–	Sell	-3,497	Closed	-$228K	–	299
2024 Q3	$228K	Buy	+3,497	New	+$207K	0.03%	266
2022 Q4	–	Sell	-3,260	Closed	-$209K	–	248
2022 Q3	$209K	Hold	3,260	–	–	0.04%	221
2022 Q2	$231K	Buy	+3,260	New	+$237K	0.04%	220
2016 Q2	–	Sell	-6,872	Closed	-$287K	–	341
2016 Q1	$287K	Sell	6,872 -18,641	-73%	-$727K	0.05%	215
2015 Q4	$916K	Buy	25,513 +15,018	+143%	+$536K	0.16%	153
2015 Q3	$372K	Buy	+10,495	New	+$357K	0.08%	228

Other funds holding XEL

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $1.47T AUM 27.86% 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 Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Aristotle Capital Management

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