WESPAC Advisors’s Xcel Energy XEL Stock Holding History

WESPAC Advisors’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 Q1	–	Sell	-3,425	Closed	-$231K	–	206
2024 Q4	$231K	Sell	3,425 -94	-3%	-$6.3K	0.17%	147
2024 Q3	$230K	Buy	+3,519	New	+$209K	0.17%	137
2022 Q4	–	Sell	-5,115	Closed	-$327K	–	91
2022 Q3	$327K	Sell	5,115 -738	-13%	-$53.7K	0.44%	61
2022 Q2	$414K	Buy	5,853 +1,023	+21%	+$74.4K	0.32%	61
2022 Q1	$349K	Buy	+4,830	New	+$332K	0.38%	83
2021 Q4	–	Sell	-3,584	Closed	-$224K	–	187
2021 Q3	$224K	Buy	+3,584	New	+$242K	0.14%	154
2021 Q2	–	Sell	-3,584	Closed	-$238K	–	173
2021 Q1	$238K	Hold	3,584	–	–	0.18%	142
2020 Q4	$239K	Buy	+3,584	New	+$250K	0.18%	131
2019 Q3	–	Sell	-8,628	Closed	-$513K	–	126
2019 Q2	$513K	Buy	8,628 +1,699	+25%	+$97.7K	0.38%	64
2019 Q1	$390K	Buy	6,929 +56	+0.8%	+$2.98K	0.27%	80
2018 Q4	$339K	Buy	+6,873	New	+$345K	0.33%	72

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WESPAC Advisors's XEL Position: Q1 2025 in Review

WESPAC Advisors sold out of Xcel Energy (XEL) in Q1 2025, closing a stake of 3,425 shares — an estimated $231K sold.

WESPAC Advisors first reported a position in XEL in Q4 2018 and held it in 11 quarters. The position peaked at $513K in Q2 2019. 1,132 funds tracked by Wall St. Rank hold XEL as of Q1 2025.

WESPAC Advisors reported no remaining Xcel Energy position as of Q1 2025 after selling out during the quarter.
WESPAC Advisors sold 3,425 Xcel Energy shares in Q1 2025, an estimated $231K.
WESPAC Advisors first reported a position in Xcel Energy in Q4 2018 and held it in 11 quarters.
WESPAC Advisors's Xcel Energy position peaked at $513K in Q2 2019.
1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2025.

Based on WESPAC Advisors's 13F filing for Q1 2025, filed 1 May 2025.