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TruNorth Capital Management’s Xcel Energy XEL Stock Holding History

TruNorth Capital 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
-557
Closed -$44.9K – 396
2025
Q3 		$44.9K Hold
557
– – 0.01% 205
2025
Q2 		$37.9K Sell
557
-906
-62% -$62.8K 0.01% 191
2025
Q1 		$104K Buy
1,463
+906
+163% +$61.7K 0.03% 136
2024
Q4 		$37.6K Hold
557
– – 0.01% 174
2024
Q3 		$36.4K Hold
557
– – 0.01% 178
2024
Q2 		$29.7K Buy
+557
New +$30.3K 0.01% 170

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

TruNorth Capital Management's XEL Position: Q4 2025 in Review

TruNorth Capital Management sold out of Xcel Energy (XEL) in Q4 2025, closing a stake of 557 shares — an estimated $44.9K sold.

TruNorth Capital Management first reported a position in XEL in Q2 2024 and held it in 6 quarters. The position peaked at $104K in Q1 2025. 1,247 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

  • TruNorth Capital Management reported no remaining Xcel Energy position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 557 Xcel Energy shares in Q4 2025, an estimated $44.9K.
  • TruNorth Capital Management first reported a position in Xcel Energy in Q2 2024 and held it in 6 quarters.
  • TruNorth Capital Management's Xcel Energy position peaked at $104K in Q1 2025.
  • 1,247 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.