Wayfinding Financial’s Xcel Energy XEL Stock Holding History

Wayfinding Financial’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	-237	Closed	-$16K	–	725
2025 Q1	$16K	Buy	+237	New	+$16.1K	0.01%	611

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

Wayfinding Financial's XEL Position: Q2 2025 in Review

Wayfinding Financial sold out of Xcel Energy (XEL) in Q2 2025, closing a stake of 237 shares — an estimated $16K sold.

Wayfinding Financial first reported a position in XEL in Q1 2025 and held it in 1 quarter. The position peaked at $16K in Q1 2025. 1,132 funds tracked by Wall St. Rank hold XEL as of Q2 2025.

Wayfinding Financial reported no remaining Xcel Energy position as of Q2 2025 after selling out during the quarter.
Wayfinding Financial sold 237 Xcel Energy shares in Q2 2025, an estimated $16K.
Wayfinding Financial first reported a position in Xcel Energy in Q1 2025 and held it in 1 quarter.
Wayfinding Financial's Xcel Energy position peaked at $16K in Q1 2025.
1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.