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Wedge Capital Management’s Xcel Energy XEL Stock Holding History

Wedge 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
-231,709
Closed -$18.7M – 548
2025
Q3 		$18.7M Sell
231,709
-2,280
-1% -$165K 0.32% 97
2025
Q2 		$15.9M Buy
233,989
+55,368
+31% +$3.84M 0.28% 95
2025
Q1 		$12.6M Sell
178,621
-4,298
-2% -$293K 0.24% 107
2024
Q4 		$12.4M Sell
182,919
-35,797
-16% -$2.4M 0.22% 104
2024
Q3 		$14.3M Buy
+218,716
New +$13M 0.25% 106
2018
Q4 		– Sell
-265,976
Closed -$12.6M – 593
2018
Q3 		$12.6M Buy
265,976
+18,856
+8% +$890K 0.12% 226
2018
Q2 		$11.3M Sell
247,120
-9,335
-4% -$418K 0.11% 224
2018
Q1 		$11.7M Buy
256,455
+11,818
+5% +$527K 0.11% 226
2017
Q4 		$11.8M Sell
244,637
-18,135
-7% -$900K 0.11% 233
2017
Q3 		$12.4M Buy
262,772
+2,962
+1% +$142K 0.12% 234
2017
Q2 		$11.9M Sell
259,810
-34,906
-12% -$1.61M 0.11% 219
2017
Q1 		$13.1M Buy
+294,716
New +$12.5M 0.13% 214

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 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

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

Wedge Capital Management sold out of Xcel Energy (XEL) in Q4 2025, closing a stake of 231,709 shares — an estimated $18.7M sold.

Wedge Capital Management first reported a position in XEL in Q1 2017 and held it in 12 quarters. The position peaked at $18.7M in Q3 2025. 1,246 funds tracked by Wall St. Rank hold XEL as of Q4 2025.

  • Wedge Capital Management reported no remaining Xcel Energy position as of Q4 2025 after selling out during the quarter.
  • Wedge Capital Management sold 231,709 Xcel Energy shares in Q4 2025, an estimated $18.7M.
  • Wedge Capital Management first reported a position in Xcel Energy in Q1 2017 and held it in 12 quarters.
  • Wedge Capital Management's Xcel Energy position peaked at $18.7M in Q3 2025.
  • 1,246 funds tracked by Wall St. Rank held Xcel Energy as of Q4 2025.

Based on Wedge Capital Management's 13F filing for Q4 2025, filed 14 Jan 2026.