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Stonebridge Financial Group (Pennsylvania)’s Xcel Energy XEL Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		– Sell
-231
Closed -$16.4K – 962
2025
Q1 		$16.4K Buy
231
+5
+2% +$340 ﹤0.01% 527
2024
Q4 		$15.3K Buy
+226
New +$15.2K ﹤0.01% 534

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s XEL Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Xcel Energy (XEL) in Q2 2025, closing a stake of 231 shares — an estimated $16.4K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in XEL in Q4 2024 and held it in 2 quarters. The position peaked at $16.4K in Q1 2025. 1,132 funds tracked by Wall St. Rank hold XEL as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Xcel Energy position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 231 Xcel Energy shares in Q2 2025, an estimated $16.4K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Xcel Energy in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Xcel Energy position peaked at $16.4K in Q1 2025.
  • 1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.