Transce3nd’s Xcel Energy XEL Stock Holding History

Transce3nd’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	–	1164
2025 Q2	$6.81K	Hold	100	–	–	﹤0.01%	663
2025 Q1	$7.08K	Hold	100	–	–	﹤0.01%	648
2024 Q4	$6.75K	Buy	+100	New	+$6.71K	﹤0.01%	862

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

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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Transce3nd's XEL Position: Q3 2025 in Review

Transce3nd sold out of Xcel Energy (XEL) in Q3 2025, closing a stake of 100 shares — an estimated $6.81K sold.

Transce3nd first reported a position in XEL in Q4 2024 and held it in 3 quarters. The position peaked at $7.08K in Q1 2025. 1,185 funds tracked by Wall St. Rank hold XEL as of Q3 2025.

Transce3nd reported no remaining Xcel Energy position as of Q3 2025 after selling out during the quarter.
Transce3nd sold 100 Xcel Energy shares in Q3 2025, an estimated $6.81K.
Transce3nd first reported a position in Xcel Energy in Q4 2024 and held it in 3 quarters.
Transce3nd's Xcel Energy position peaked at $7.08K in Q1 2025.
1,185 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.