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Whipplewood Advisors’s Xcel Energy XEL Stock Holding History

Whipplewood 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
2026
Q1 		$186K Buy
2,346
+20
+0.9% +$1.57K 0.1% 132
2025
Q4 		$172K Hold
2,326
– – 0.11% 133
2025
Q3 		$188K Sell
2,326
-20
-0.9% -$1.45K 0.12% 126
2025
Q2 		$160K Sell
2,346
-6
-0.3% -$416 0.09% 191
2025
Q1 		$166K Buy
2,352
+6
+0.3% +$408 0.1% 180
2024
Q4 		$158K Buy
+2,346
New +$157K 0.09% 186

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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