Advisornet Financial’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.47M | Sell |
18,544
-492
| -3% | -$38.6K | 0.08% | 202 |
|
|
2025
Q4 | $1.41M | Buy |
19,036
+964
| +5% | +$76K | 0.07% | 209 |
|
|
2025
Q3 | $1.46M | Buy |
18,072
+894
| +5% | +$64.7K | 0.08% | 200 |
|
|
2025
Q2 | $1.17M | Buy |
17,178
+455
| +3% | +$31.6K | 0.08% | 218 |
|
|
2025
Q1 | $1.18M | Buy |
16,723
+2,872
| +21% | +$196K | 0.09% | 216 |
|
|
2024
Q4 | $935K | Sell |
13,851
-8,753
| -39% | -$587K | 0.08% | 219 |
|
|
2024
Q3 | $1.48M | Sell |
22,604
-369
| -2% | -$21.9K | 0.11% | 182 |
|
|
2024
Q2 | $1.23M | Sell |
22,973
-7,428
| -24% | -$404K | 0.11% | 185 |
|
|
2024
Q1 | $1.63M | Sell |
30,401
-26,116
| -46% | -$1.49M | 0.16% | 147 |
|
|
2023
Q4 | $3.5M | Sell |
56,517
-1,476
| -3% | -$88.6K | 0.32% | 72 |
|
|
2023
Q3 | $3.32M | Sell |
57,993
-1,030
| -2% | -$61.9K | 0.3% | 80 |
|
|
2023
Q2 | $3.67M | Sell |
59,023
-1,772
| -3% | -$118K | 0.31% | 86 |
|
|
2023
Q1 | $4.1M | Buy |
60,795
+558
| +0.9% | +$37.7K | 0.38% | 68 |
|
|
2022
Q4 | $4.22M | Sell |
60,237
-3,419
| -5% | -$227K | 0.42% | 58 |
|
|
2022
Q3 | $4.07M | Sell |
63,656
-2,197
| -3% | -$160K | 0.41% | 58 |
|
|
2022
Q2 | $4.66M | Sell |
65,853
-5,370
| -8% | -$391K | 0.46% | 50 |
|
|
2022
Q1 | $5.14M | Buy |
71,223
+3,263
| +5% | +$224K | 0.32% | 67 |
|
|
2021
Q4 | $4.6M | Sell |
67,960
-10,161
| -13% | -$662K | 0.28% | 82 |
|
|
2021
Q3 | $4.88M | Sell |
78,121
-786
| -1% | -$53.1K | 0.34% | 65 |
|
|
2021
Q2 | $5.2M | Sell |
78,907
-179
| -0.2% | -$12.5K | 0.34% | 69 |
|
|
2021
Q1 | $5.26M | Sell |
79,086
-856
| -1% | -$54.1K | 0.37% | 64 |
|
|
2020
Q4 | $5.33M | Sell |
79,942
-1,613
| -2% | -$112K | 0.43% | 48 |
|
|
2020
Q3 | $5.63M | Sell |
81,555
-2,758
| -3% | -$188K | 0.48% | 40 |
|
|
2020
Q2 | $5.27M | Sell |
84,313
-464
| -0.5% | -$29.2K | 0.42% | 48 |
|
|
2020
Q1 | $5.11M | Buy |
84,777
+7,250
| +9% | +$472K | 0.47% | 50 |
|
|
2019
Q4 | $4.92M | Sell |
77,527
-8,649
| -10% | -$541K | 0.42% | 55 |
|
|
2019
Q3 | $5.59M | Buy |
86,176
+15,236
| +21% | +$949K | 0.51% | 38 |
|
|
2019
Q2 | $4.22M | Sell |
70,940
-1,318
| -2% | -$75.8K | 0.47% | 43 |
|
|
2019
Q1 | $4.06M | Buy |
72,258
+3,931
| +6% | +$209K | 0.5% | 40 |
|
|
2018
Q4 | $3.37M | Buy |
68,327
+4,977
| +8% | +$250K | 0.47% | 40 |
|
|
2018
Q3 | $2.99M | Buy |
63,350
+9,913
| +19% | +$468K | 0.38% | 53 |
|
|
2018
Q2 | $2.44M | Buy |
53,437
+2,653
| +5% | +$119K | 0.33% | 61 |
|
|
2018
Q1 | $2.31M | Buy |
50,784
+5,288
| +12% | +$236K | 0.32% | 67 |
|
|
2017
Q4 | $2.19M | Buy |
+45,496
| New | +$2.26M | 0.33% | 67 |
|
Other funds holding XEL
VCM
VPM
Advisornet Financial's XEL Position: Q1 2026 in Review
Advisornet Financial reduced its Xcel Energy (XEL) stake by 2.6% in Q1 2026, selling an estimated $38.6K and leaving 18,544 shares worth $1.47M. The position accounts for 0.08% of the portfolio, ranked #202.
Advisornet Financial first reported a position in XEL in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.63M in Q3 2020. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.
- Advisornet Financial held 18,544 shares of Xcel Energy worth $1.47M as of Q1 2026.
- Advisornet Financial sold 492 Xcel Energy shares in Q1 2026, an estimated $38.6K.
- Xcel Energy made up 0.08% of Advisornet Financial's portfolio in Q1 2026, its #202 holding.
- Advisornet Financial first reported a position in Xcel Energy in Q4 2017 and has held it in 34 quarters since.
- Advisornet Financial's Xcel Energy position peaked at $5.63M in Q3 2020.
- 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.
Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.