Yaupon Capital Management’s Xcel Energy XEL Stock Holding History

Yaupon 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 Q3	–	Sell	-201,545	Closed	-$13.7M	–	165
2025 Q2	$13.7M	Sell	201,545 -64,248	-24%	-$4.46M	0.62%	64
2025 Q1	$18.8M	Sell	265,793 -734,207	-73%	-$50M	0.96%	45
2024 Q4	$67.5M	Buy	+1,000,000	New	+$67.1M	2.79%	4
2023 Q3	–	Sell	-123,939	Closed	-$7.71M	–	138
2023 Q2	$7.71M	Buy	+123,939	New	+$8.27M	0.98%	39
2023 Q1	–	Sell	-165,500	Closed	-$11.6M	–	124
2022 Q4	$11.6M	Buy	+165,500	New	+$11M	1.83%	23
2022 Q2	–	Sell	-32,200	Closed	-$2.32M	–	87
2022 Q1	$2.32M	Buy	+32,200	New	+$2.21M	1.26%	37

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Yaupon Capital Management's XEL Position: Q3 2025 in Review

Yaupon Capital Management sold out of Xcel Energy (XEL) in Q3 2025, closing a stake of 201,545 shares — an estimated $13.7M sold.

Yaupon Capital Management first reported a position in XEL in Q1 2022 and held it in 6 quarters. The position peaked at $67.5M in Q4 2024. 1,184 funds tracked by Wall St. Rank hold XEL as of Q3 2025.

Yaupon Capital Management reported no remaining Xcel Energy position as of Q3 2025 after selling out during the quarter.
Yaupon Capital Management sold 201,545 Xcel Energy shares in Q3 2025, an estimated $13.7M.
Yaupon Capital Management first reported a position in Xcel Energy in Q1 2022 and held it in 6 quarters.
Yaupon Capital Management's Xcel Energy position peaked at $67.5M in Q4 2024.
1,184 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2025.

Based on Yaupon Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.