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Stonegate Investment Group’s Xcel Energy XEL Stock Holding History

Stonegate Investment 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 		$851K Buy
10,546
+24
+0.2% +$1.74K 0.02% 191
2025
Q2 		$717K Buy
+10,522
New +$730K 0.02% 200

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

Stonegate Investment Group's XEL Position: Q3 2025 in Review

Stonegate Investment Group increased its Xcel Energy (XEL) stake by 0.23% in Q3 2025, buying an estimated $1.74K and bringing the position to 10,546 shares worth $851K. The position accounts for 0.02% of the portfolio, ranked #191.

Stonegate Investment Group first reported a position in XEL in Q2 2025 and has held it in 2 quarters since. 1,184 funds tracked by Wall St. Rank hold XEL as of Q3 2025.

  • Stonegate Investment Group held 10,546 shares of Xcel Energy worth $851K as of Q3 2025.
  • Stonegate Investment Group bought 24 Xcel Energy shares in Q3 2025, an estimated $1.74K.
  • Xcel Energy made up 0.02% of Stonegate Investment Group's portfolio in Q3 2025, its #191 holding.
  • Stonegate Investment Group first reported a position in Xcel Energy in Q2 2025 and has held it in 2 quarters since.
  • 1,184 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.