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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
-300,000
Closed -$20.4M – 164
2025
Q2 		$20.4M Buy
+300,000
New +$20.8M 0.92% 44
2025
Q1 		– Sell
-700,000
Closed -$47.3M – 143
2024
Q4 		$47.3M Buy
+700,000
New +$47M 1.95% 10

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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 $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
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. 1,185 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.
  • 1,185 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.