VFPW
XEL icon

Vantage Financial Partners (Wisconsin)’s Xcel Energy XEL Stock Holding History

Vantage Financial Partners (Wisconsin)’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 		$357K Hold
4,839
– – 0.07% 146
2025
Q3 		$390K Sell
4,839
-349
-7% -$25.2K 0.08% 134
2025
Q2 		$353K Hold
5,188
– – 0.08% 135
2025
Q1 		$367K Hold
5,188
– – 0.09% 121
2024
Q4 		$350K Hold
5,188
– – 0.09% 124
2024
Q3 		$339K Buy
+5,188
New +$308K 0.08% 131

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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s XEL Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) held its Xcel Energy (XEL) position steady in Q4 2025 at 4,839 shares worth $357K. The position accounts for 0.07% of the portfolio, ranked #146.

Vantage Financial Partners (Wisconsin) first reported a position in XEL in Q3 2024 and has held it in 6 quarters since. The position peaked at $390K in Q3 2025. 1,253 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 4,839 shares of Xcel Energy worth $357K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) left its Xcel Energy share count unchanged in Q4 2025.
  • Xcel Energy made up 0.07% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #146 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Xcel Energy in Q3 2024 and has held it in 6 quarters since.
  • Vantage Financial Partners (Wisconsin)'s Xcel Energy position peaked at $390K in Q3 2025.
  • 1,253 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.