ZIM
XEL icon

Zacks Investment Management’s Xcel Energy XEL Stock Holding History

Zacks Investment 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
-3,216
Closed -$219K – 849
2025
Q2 		$219K Sell
3,216
-3,319
-51% -$230K ﹤0.01% 618
2025
Q1 		$463K Sell
6,535
-549
-8% -$37.4K ﹤0.01% 495
2024
Q4 		$478K Buy
7,084
+702
+11% +$47.1K ﹤0.01% 489
2024
Q3 		$417K Buy
+6,382
New +$379K ﹤0.01% 509
2024
Q1 		– Sell
-3,554
Closed -$220K – 718
2023
Q4 		$220K Buy
+3,554
New +$213K ﹤0.01% 584
2023
Q2 		– Sell
-5,821
Closed -$393K – 731
2023
Q1 		$393K Buy
5,821
+720
+14% +$48.6K 0.01% 483
2022
Q4 		$358K Hold
5,101
– – 0.01% 484
2022
Q3 		$326K Buy
+5,101
New +$371K 0.01% 473
2022
Q2 		– Sell
-5,101
Closed -$368K – 663
2022
Q1 		$368K Buy
5,101
+337
+7% +$23.2K 0.01% 489
2021
Q4 		$323K Sell
4,764
-8
-0.2% -$522 ﹤0.01% 529
2021
Q3 		$298K Buy
4,772
+8
+0.2% +$540 ﹤0.01% 519
2021
Q2 		$314K Hold
4,764
– – 0.01% 513
2021
Q1 		$317K Sell
4,764
-677
-12% -$42.8K 0.01% 455
2020
Q4 		$363K Buy
5,441
+4
+0.1% +$279 0.01% 449
2020
Q3 		$375K Hold
5,437
– – 0.01% 432
2020
Q2 		$340K Buy
+5,437
New +$343K 0.01% 427
2020
Q1 		– Sell
-3,955
Closed -$251K – 610
2019
Q4 		$251K Buy
3,955
+1
+0% +$63 ﹤0.01% 501
2019
Q3 		$257K Buy
+3,954
New +$246K 0.01% 488
2017
Q2 		– Sell
-15,301
Closed -$680K – 695
2017
Q1 		$680K Buy
+15,301
New +$648K 0.02% 431
2016
Q1 		– Sell
-14,164
Closed -$509K – 694
2015
Q4 		$509K Buy
+14,164
New +$506K 0.02% 416
2014
Q4 		– Sell
-17,477
Closed -$531K – 763
2014
Q3 		$531K Buy
+17,477
New +$547K 0.02% 391

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Zacks Investment Management's XEL Position: Q3 2025 in Review

Zacks Investment Management sold out of Xcel Energy (XEL) in Q3 2025, closing a stake of 3,216 shares — an estimated $219K sold.

Zacks Investment Management first reported a position in XEL in Q3 2014 and held it in 21 quarters. The position peaked at $680K in Q1 2017. 1,186 funds tracked by Wall St. Rank hold XEL as of Q3 2025.

  • Zacks Investment Management reported no remaining Xcel Energy position as of Q3 2025 after selling out during the quarter.
  • Zacks Investment Management sold 3,216 Xcel Energy shares in Q3 2025, an estimated $219K.
  • Zacks Investment Management first reported a position in Xcel Energy in Q3 2014 and held it in 21 quarters.
  • Zacks Investment Management's Xcel Energy position peaked at $680K in Q1 2017.
  • 1,186 funds tracked by Wall St. Rank held Xcel Energy as of Q3 2025.

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