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Stuart Chaussee & Associates’s Xcel Energy XEL Stock Holding History

Stuart Chaussee & Associates’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
-202
Closed -$16.3K – 163
2025
Q3 		$16.3K Hold
202
– – ﹤0.01% 138
2025
Q2 		$13.8K Hold
202
– – ﹤0.01% 139
2025
Q1 		$14.3K Hold
202
– – ﹤0.01% 139
2024
Q4 		$13.6K Hold
202
– – ﹤0.01% 133
2024
Q3 		$13.2K Hold
202
– – ﹤0.01% 123
2024
Q2 		$10.8K Hold
202
– – ﹤0.01% 126
2024
Q1 		$10.9K Hold
202
– – ﹤0.01% 124
2023
Q4 		$12.5K Hold
202
– – ﹤0.01% 105
2023
Q3 		$11.6K Hold
202
– – ﹤0.01% 86
2023
Q2 		$12.6K Hold
202
– – ﹤0.01% 81
2023
Q1 		$13.6K Hold
202
– – ﹤0.01% 74
2022
Q4 		$14.2K Hold
202
– – 0.01% 86
2022
Q3 		$13K Hold
202
– – 0.03% 81
2022
Q2 		$14K Hold
202
– – 0.03% 82
2022
Q1 		$15K Hold
202
– – 0.01% 100
2021
Q4 		$14K Hold
202
– – 0.01% 102
2021
Q3 		$13K Hold
202
– – 0.02% 91
2021
Q2 		$13K Hold
202
– – 0.01% 97
2021
Q1 		$13K Hold
202
– – 0.01% 111
2020
Q4 		$13K Hold
202
– – 0.01% 66
2020
Q3 		$14K Hold
202
– – 0.01% 68
2020
Q2 		$13K Hold
202
– – 0.01% 51
2020
Q1 		$12K Hold
202
– – 0.01% 46
2019
Q4 		$13K Hold
202
– – 0.01% 74
2019
Q3 		$13K Hold
202
– – 0.01% 77
2019
Q2 		$12K Hold
202
– – 0.01% 82
2019
Q1 		$11K Hold
202
– – 0.01% 81
2018
Q4 		$10K Buy
+202
New +$10.1K 0.01% 72

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Stuart Chaussee & Associates's XEL Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of Xcel Energy (XEL) in Q4 2025, closing a stake of 202 shares — an estimated $16.3K sold.

Stuart Chaussee & Associates first reported a position in XEL in Q4 2018 and held it in 28 quarters. The position peaked at $16.3K in Q3 2025. 1,251 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

  • Stuart Chaussee & Associates reported no remaining Xcel Energy position as of Q4 2025 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 202 Xcel Energy shares in Q4 2025, an estimated $16.3K.
  • Stuart Chaussee & Associates first reported a position in Xcel Energy in Q4 2018 and held it in 28 quarters.
  • Stuart Chaussee & Associates's Xcel Energy position peaked at $16.3K in Q3 2025.
  • 1,251 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.