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Transcend Capital Advisors’s Xcel Energy XEL Stock Holding History

Transcend Capital Advisors’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
Q2 		– Sell
-25,191
Closed -$1.78M – 719
2025
Q1 		$1.78M Buy
+25,191
New +$1.71M 0.13% 176
2023
Q4 		– Sell
-7,034
Closed -$402K – 539
2023
Q3 		$402K Buy
7,034
+231
+3% +$13.9K 0.04% 322
2023
Q2 		$423K Buy
+6,803
New +$454K 0.04% 321
2023
Q1 		– Sell
-2,876
Closed -$202K – 527
2022
Q4 		$202K Buy
+2,876
New +$191K 0.02% 452

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Transcend Capital Advisors's XEL Position: Q2 2025 in Review

Transcend Capital Advisors sold out of Xcel Energy (XEL) in Q2 2025, closing a stake of 25,191 shares — an estimated $1.78M sold.

Transcend Capital Advisors first reported a position in XEL in Q4 2022 and held it in 4 quarters. The position peaked at $1.78M in Q1 2025. 1,132 funds tracked by Wall St. Rank hold XEL as of Q2 2025.

  • Transcend Capital Advisors reported no remaining Xcel Energy position as of Q2 2025 after selling out during the quarter.
  • Transcend Capital Advisors sold 25,191 Xcel Energy shares in Q2 2025, an estimated $1.78M.
  • Transcend Capital Advisors first reported a position in Xcel Energy in Q4 2022 and held it in 4 quarters.
  • Transcend Capital Advisors's Xcel Energy position peaked at $1.78M in Q1 2025.
  • 1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2025.

Based on Transcend Capital Advisors's 13F filing for Q2 2025, filed 1 Aug 2025.