Tortoise Investment Management’s Xcel Energy XEL Stock Holding History

Tortoise Investment Management’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	-56	Closed	-$4.52K	–	1482
2025 Q3	$4.52K	Sell	56 -1	-2%	-$72	﹤0.01%	717
2025 Q2	$3.88K	Buy	+57	New	+$3.95K	﹤0.01%	686
2024 Q3	–	Sell	-44	Closed	-$2.35K	–	925
2024 Q2	$2.35K	Hold	44	–	–	﹤0.01%	769
2024 Q1	$2.37K	Buy	44 +5	+13%	+$286	﹤0.01%	757
2023 Q4	$2.41K	Hold	39	–	–	﹤0.01%	687
2023 Q3	$2.23K	Hold	39	–	–	﹤0.01%	686
2023 Q2	$2.42K	Hold	39	–	–	﹤0.01%	674
2023 Q1	$2.63K	Hold	39	–	–	﹤0.01%	667
2022 Q4	$2.73K	Hold	39	–	–	﹤0.01%	659
2022 Q3	$2K	Sell	39 -35	-47%	-$2.55K	﹤0.01%	710
2022 Q2	$5K	Buy	+74	New	+$5.38K	﹤0.01%	596

Other funds holding XEL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Tortoise Investment Management's XEL Position: Q4 2025 in Review

Tortoise Investment Management sold out of Xcel Energy (XEL) in Q4 2025, closing a stake of 56 shares — an estimated $4.52K sold.

Tortoise Investment Management first reported a position in XEL in Q2 2022 and held it in 11 quarters. The position peaked at $5K in Q2 2022. 1,249 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

Tortoise Investment Management reported no remaining Xcel Energy position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 56 Xcel Energy shares in Q4 2025, an estimated $4.52K.
Tortoise Investment Management first reported a position in Xcel Energy in Q2 2022 and held it in 11 quarters.
Tortoise Investment Management's Xcel Energy position peaked at $5K in Q2 2022.
1,249 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.