Trifecta Capital Advisors’s Xcel Energy XEL Stock Holding History

Trifecta 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 Q4	–	Sell	-28	Closed	-$2.26K	–	448
2025 Q3	$2.26K	Hold	28	–	–	﹤0.01%	323
2025 Q2	$1.91K	Hold	28	–	–	﹤0.01%	347
2025 Q1	$1.98K	Hold	28	–	–	﹤0.01%	314
2024 Q4	$1.89K	Hold	28	–	–	﹤0.01%	310
2024 Q3	$1.83K	Hold	28	–	–	﹤0.01%	326
2024 Q2	$1.5K	Hold	28	–	–	﹤0.01%	341
2024 Q1	$1.5K	Hold	28	–	–	﹤0.01%	335
2023 Q4	$1.73K	Hold	28	–	–	﹤0.01%	346
2023 Q3	$1.6K	Hold	28	–	–	﹤0.01%	334
2023 Q2	$1.74K	Hold	28	–	–	﹤0.01%	322
2023 Q1	$1.89K	Hold	28	–	–	﹤0.01%	312
2022 Q4	$1.96K	Buy	+28	New	+$1.86K	﹤0.01%	304

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Trifecta Capital Advisors's XEL Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Xcel Energy (XEL) in Q4 2025, closing a stake of 28 shares — an estimated $2.26K sold.

Trifecta Capital Advisors first reported a position in XEL in Q4 2022 and held it in 12 quarters. The position peaked at $2.26K in Q3 2025. 1,247 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

Trifecta Capital Advisors reported no remaining Xcel Energy position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 28 Xcel Energy shares in Q4 2025, an estimated $2.26K.
Trifecta Capital Advisors first reported a position in Xcel Energy in Q4 2022 and held it in 12 quarters.
Trifecta Capital Advisors's Xcel Energy position peaked at $2.26K in Q3 2025.
1,247 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.