Tandem Financial’s Xcel Energy XEL Stock Holding History

Tandem Financial’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 Q1	–	Sell	-1,609	Closed	-$109K	–	80
2024 Q4	$109K	Buy	+1,609	New	+$108K	0.12%	61

Other funds holding XEL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tandem Financial's XEL Position: Q1 2025 in Review

Tandem Financial sold out of Xcel Energy (XEL) in Q1 2025, closing a stake of 1,609 shares — an estimated $109K sold.

Tandem Financial first reported a position in XEL in Q4 2024 and held it in 1 quarter. The position peaked at $109K in Q4 2024. 1,132 funds tracked by Wall St. Rank hold XEL as of Q1 2025.

Tandem Financial reported no remaining Xcel Energy position as of Q1 2025 after selling out during the quarter.
Tandem Financial sold 1,609 Xcel Energy shares in Q1 2025, an estimated $109K.
Tandem Financial first reported a position in Xcel Energy in Q4 2024 and held it in 1 quarter.
Tandem Financial's Xcel Energy position peaked at $109K in Q4 2024.
1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2025.

Based on Tandem Financial's 13F filing for Q1 2025, filed 8 May 2025.