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WFA Asset Management’s Xcel Energy XEL Stock Holding History

WFA Asset 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
Q3 		$13.4K Buy
205
+2
+1% +$145 0.01% 153
2025
Q2 		$10.8K Sell
203
-928
-82% -$64.4K 0.01% 160
2025
Q1 		$60.8K Buy
1,131
+925
+449% +$63K 0.03% 93
2024
Q4 		$13.9K Buy
206
+1
+0.5% +$67 0.01% 167
2024
Q3 		$13.4K Buy
205
+2
+1% +$119 0.01% 154
2024
Q2 		$10.8K Sell
203
-928
-82% -$50.5K 0.01% 161
2024
Q1 		$60.8K Buy
1,131
+10
+0.9% +$571 0.03% 93
2023
Q4 		$69.4K Sell
1,121
-1,099
-50% -$65.9K 0.04% 77
2023
Q3 		$127K Buy
2,220
+17
+0.8% +$1.02K 0.08% 63
2023
Q2 		$137K Buy
2,203
+16
+0.7% +$1.07K 0.08% 65
2023
Q1 		$147K Buy
2,187
+16
+0.7% +$1.08K 0.09% 63
2022
Q4 		$152K Sell
2,171
-49
-2% -$3.26K 0.1% 59
2022
Q3 		$142K Hold
2,220
– – 0.1% 57
2022
Q2 		$157K Buy
2,220
+450
+25% +$32.7K 0.11% 54
2022
Q1 		$128K Hold
1,770
– – 0.08% 63
2021
Q4 		$120K Buy
+1,770
New +$115K 0.08% 57

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

WFA Asset Management's XEL Position: Q3 2025 in Review

WFA Asset Management increased its Xcel Energy (XEL) stake by 0.99% in Q3 2025, buying an estimated $145 and bringing the position to 205 shares worth $13.4K. The position accounts for 0.01% of the portfolio, ranked #153.

WFA Asset Management first reported a position in XEL in Q4 2021 and has held it in 16 quarters since. The position peaked at $157K in Q2 2022. 1,185 funds tracked by Wall St. Rank hold XEL as of Q3 2025.

  • WFA Asset Management held 205 shares of Xcel Energy worth $13.4K as of Q3 2025.
  • WFA Asset Management bought 2 Xcel Energy shares in Q3 2025, an estimated $145.
  • Xcel Energy made up 0.01% of WFA Asset Management's portfolio in Q3 2025, its #153 holding.
  • WFA Asset Management first reported a position in Xcel Energy in Q4 2021 and has held it in 16 quarters since.
  • WFA Asset Management's Xcel Energy position peaked at $157K in Q2 2022.
  • 1,185 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.