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Strategic Wealth Investment Group’s Xcel Energy XEL Stock Holding History

Strategic Wealth 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 		– Sell
-100
Closed -$6.81K – 202
2025
Q2 		$6.81K Buy
+100
New +$6.93K 0.01% 97
2023
Q2 		– Sell
-3,552
Closed -$240K – 138
2023
Q1 		$240K Hold
3,552
– – 0.04% 116
2022
Q4 		$244K Buy
+3,552
New +$236K 0.06% 105
2022
Q3 		– Sell
-3,045
Closed -$215K – 133
2022
Q2 		$215K Buy
+3,045
New +$222K 0.05% 124

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Strategic Wealth Investment Group's XEL Position: Q3 2025 in Review

Strategic Wealth Investment Group sold out of Xcel Energy (XEL) in Q3 2025, closing a stake of 100 shares — an estimated $6.81K sold.

Strategic Wealth Investment Group first reported a position in XEL in Q2 2022 and held it in 4 quarters. The position peaked at $244K in Q4 2022. 1,185 funds tracked by Wall St. Rank hold XEL as of Q3 2025.

  • Strategic Wealth Investment Group reported no remaining Xcel Energy position as of Q3 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 100 Xcel Energy shares in Q3 2025, an estimated $6.81K.
  • Strategic Wealth Investment Group first reported a position in Xcel Energy in Q2 2022 and held it in 4 quarters.
  • Strategic Wealth Investment Group's Xcel Energy position peaked at $244K in Q4 2022.
  • 1,185 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.