Washington Trust’s Xcel Energy XEL Stock Holding History

Washington Trust’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	-2,265	Closed	-$160K	–	744
2025 Q1	$160K	Sell	2,265 -1	-0%	-$68	0.01%	272
2024 Q4	$153K	Sell	2,266 -5	-0.2%	-$335	0.01%	300
2024 Q3	$148K	Sell	2,271 -60	-3%	-$3.56K	0.01%	307
2024 Q2	$125K	Sell	2,331 -52	-2%	-$2.83K	﹤0.01%	323
2024 Q1	$128K	Sell	2,383 -62	-3%	-$3.54K	﹤0.01%	322
2023 Q4	$151K	Buy	2,445 +117	+5%	+$7.02K	0.01%	294
2023 Q3	$133K	Hold	2,328	–	–	0.01%	273
2023 Q2	$145K	Sell	2,328 -60	-3%	-$4.01K	0.01%	280
2023 Q1	$161K	Hold	2,388	–	–	0.01%	273
2022 Q4	$167K	Hold	2,388	–	–	0.01%	269
2022 Q3	$153K	Buy	2,388 +59	+3%	+$4.29K	0.01%	263
2022 Q2	$165K	Hold	2,329	–	–	0.01%	261
2022 Q1	$168K	Sell	2,329 -81	-3%	-$5.57K	0.01%	275
2021 Q4	$163K	Sell	2,410 -949	-28%	-$61.9K	0.01%	283
2021 Q3	$210K	Sell	3,359 -50	-1%	-$3.38K	0.01%	307
2021 Q2	$225K	Hold	3,409	–	–	0.01%	294
2021 Q1	$228K	Sell	3,409 -175	-5%	-$11.1K	0.01%	274
2020 Q4	$239K	Sell	3,584 -270	-7%	-$18.8K	0.01%	266
2020 Q3	$266K	Buy	3,854 +928	+32%	+$63.3K	0.01%	228
2020 Q2	$183K	Sell	2,926 -50	-2%	-$3.15K	0.01%	244
2020 Q1	$180K	Buy	+2,976	New	+$194K	0.01%	257
2018 Q3	–	Sell	-3,788	Closed	-$173K	–	829
2018 Q2	$173K	Sell	3,788 -2,306	-38%	-$103K	0.01%	252
2018 Q1	$277K	Sell	6,094 -525	-8%	-$23.4K	0.02%	184
2017 Q4	$318K	Hold	6,619	–	–	0.02%	178
2017 Q3	$314K	Hold	6,619	–	–	0.02%	172
2017 Q2	$303K	Hold	6,619	–	–	0.02%	175
2017 Q1	$294K	Hold	6,619	–	–	0.02%	172
2016 Q4	$269K	Sell	6,619 -599	-8%	-$24K	0.02%	184
2016 Q3	$297K	Sell	7,218 -75	-1%	-$3.21K	0.02%	174
2016 Q2	$327K	Sell	7,293 -675	-8%	-$27.9K	0.02%	168
2016 Q1	$333K	Sell	7,968 -1,080	-12%	-$42.1K	0.02%	164
2015 Q4	$325K	Sell	9,048 -80	-0.9%	-$2.86K	0.02%	165
2015 Q3	$323K	Sell	9,128 -35,992	-80%	-$1.22M	0.02%	161
2015 Q2	$1.45M	Sell	45,120 -155,095	-77%	-$5.22M	0.1%	113
2015 Q1	$6.97M	Sell	200,215 -3,118	-2%	-$111K	0.46%	74
2014 Q4	$7.3M	Buy	203,333 +2,010	+1%	+$67.5K	0.5%	70
2014 Q3	$6.12M	Buy	201,323 +5,780	+3%	+$181K	0.45%	75
2014 Q2	$6.3M	Buy	195,543 +7,312	+4%	+$227K	0.46%	73
2014 Q1	$5.71M	Buy	188,231 +10,047	+6%	+$293K	0.43%	75
2013 Q4	$4.98M	Buy	178,184 +4,811	+3%	+$136K	0.38%	79
2013 Q3	$4.79M	Buy	173,373 +12,527	+8%	+$358K	0.38%	77
2013 Q2	$4.56M	Buy	+160,846	New	+$4.81M	0.38%	73

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Washington Trust's XEL Position: Q2 2025 in Review

Washington Trust sold out of Xcel Energy (XEL) in Q2 2025, closing a stake of 2,265 shares — an estimated $160K sold.

Washington Trust first reported a position in XEL in Q2 2013 and held it in 42 quarters. The position peaked at $7.3M in Q4 2014. 1,132 funds tracked by Wall St. Rank hold XEL as of Q2 2025.

Washington Trust reported no remaining Xcel Energy position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 2,265 Xcel Energy shares in Q2 2025, an estimated $160K.
Washington Trust first reported a position in Xcel Energy in Q2 2013 and held it in 42 quarters.
Washington Trust's Xcel Energy position peaked at $7.3M in Q4 2014.
1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.