Advisors Asset Management’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 | $2.22M | Buy |
27,883
+3,413
| +14% | +$268K | 0.04% | 564 |
|
|
2025
Q4 | $1.81M | Buy |
24,470
+3,167
| +15% | +$250K | 0.03% | 624 |
|
|
2025
Q3 | $1.72M | Buy |
21,303
+1,622
| +8% | +$117K | 0.03% | 637 |
|
|
2025
Q2 | $1.34M | Sell |
19,681
-466
| -2% | -$32.3K | 0.02% | 683 |
|
|
2025
Q1 | $1.43M | Sell |
20,147
-22
| -0.1% | -$1.5K | 0.03% | 657 |
|
|
2024
Q4 | $1.36M | Sell |
20,169
-7,352
| -27% | -$493K | 0.03% | 658 |
|
|
2024
Q3 | $1.8M | Sell |
27,521
-3,824
| -12% | -$227K | 0.03% | 595 |
|
|
2024
Q2 | $1.67M | Sell |
31,345
-6,005
| -16% | -$327K | 0.03% | 584 |
|
|
2024
Q1 | $2.01M | Sell |
37,350
-2,168
| -5% | -$124K | 0.04% | 552 |
|
|
2023
Q4 | $2.45M | Sell |
39,518
-4,215
| -10% | -$253K | 0.05% | 461 |
|
|
2023
Q3 | $2.5M | Sell |
43,733
-763
| -2% | -$45.9K | 0.05% | 432 |
|
|
2023
Q2 | $2.77M | Buy |
44,496
+315
| +0.7% | +$21K | 0.06% | 412 |
|
|
2023
Q1 | $2.98M | Buy |
44,181
+5,630
| +15% | +$380K | 0.06% | 389 |
|
|
2022
Q4 | $2.7M | Buy |
38,551
+14,757
| +62% | +$982K | 0.06% | 412 |
|
|
2022
Q3 | $1.52M | Buy |
23,794
+1,805
| +8% | +$131K | 0.03% | 573 |
|
|
2022
Q2 | $1.56M | Sell |
21,989
-2,399
| -10% | -$175K | 0.03% | 598 |
|
|
2022
Q1 | $1.76M | Sell |
24,388
-4,745
| -16% | -$326K | 0.03% | 624 |
|
|
2021
Q4 | $1.97M | Sell |
29,133
-3,823
| -12% | -$249K | 0.03% | 617 |
|
|
2021
Q3 | $2.06M | Sell |
32,956
-904
| -3% | -$61.1K | 0.03% | 581 |
|
|
2021
Q2 | $2.23M | Sell |
33,860
-5,058
| -13% | -$352K | 0.03% | 567 |
|
|
2021
Q1 | $2.59M | Buy |
38,918
+6,532
| +20% | +$413K | 0.04% | 491 |
|
|
2020
Q4 | $2.16M | Buy |
32,386
+5,266
| +19% | +$367K | 0.04% | 516 |
|
|
2020
Q3 | $1.87M | Buy |
27,120
+766
| +3% | +$52.3K | 0.03% | 492 |
|
|
2020
Q2 | $1.65M | Buy |
26,354
+7
| +0% | +$441 | 0.03% | 528 |
|
|
2020
Q1 | $1.59M | Buy |
26,347
+2,333
| +10% | +$152K | 0.04% | 479 |
|
|
2019
Q4 | $1.52M | Sell |
24,014
-914
| -4% | -$57.2K | 0.03% | 621 |
|
|
2019
Q3 | $1.62M | Sell |
24,928
-455
| -2% | -$28.4K | 0.03% | 595 |
|
|
2019
Q2 | $1.51M | Buy |
25,383
+1,314
| +5% | +$75.5K | 0.03% | 654 |
|
|
2019
Q1 | $1.35M | Sell |
24,069
-3,007
| -11% | -$160K | 0.02% | 706 |
|
|
2018
Q4 | $1.33M | Sell |
27,076
-20,924
| -44% | -$1.05M | 0.03% | 664 |
|
|
2018
Q3 | $2.27M | Buy |
48,000
+1,311
| +3% | +$61.9K | 0.04% | 555 |
|
|
2018
Q2 | $2.13M | Buy |
46,689
+17,396
| +59% | +$779K | 0.04% | 587 |
|
|
2018
Q1 | $1.27M | Sell |
29,293
-2,718
| -8% | -$121K | 0.02% | 749 |
|
|
2017
Q4 | $1.54M | Sell |
32,011
-2,403
| -7% | -$119K | 0.03% | 686 |
|
|
2017
Q3 | $1.63M | Sell |
34,414
-175
| -0.5% | -$8.4K | 0.03% | 673 |
|
|
2017
Q2 | $1.59M | Buy |
34,589
+1,642
| +5% | +$75.6K | 0.03% | 708 |
|
|
2017
Q1 | $1.46M | Buy |
32,947
+5,636
| +21% | +$239K | 0.02% | 741 |
|
|
2016
Q4 | $1.11M | Buy |
27,311
+6,661
| +32% | +$266K | 0.02% | 842 |
|
|
2016
Q3 | $850K | Sell |
20,650
-2,164
| -9% | -$92.5K | 0.01% | 919 |
|
|
2016
Q2 | $1.02M | Sell |
22,814
-933
| -4% | -$38.6K | 0.02% | 871 |
|
|
2016
Q1 | $993K | Sell |
23,747
-8,715
| -27% | -$340K | 0.02% | 872 |
|
|
2015
Q4 | $1.17M | Buy |
32,462
+606
| +2% | +$21.6K | 0.02% | 850 |
|
|
2015
Q3 | $1.13M | Sell |
31,856
-6,507
| -17% | -$221K | 0.02% | 852 |
|
|
2015
Q2 | $1.24M | Sell |
38,363
-1,732
| -4% | -$58.3K | 0.02% | 839 |
|
|
2015
Q1 | $1.4M | Buy |
40,095
+1,949
| +5% | +$69.7K | 0.02% | 778 |
|
|
2014
Q4 | $1.37M | Buy |
38,146
+8,790
| +30% | +$295K | 0.02% | 761 |
|
|
2014
Q3 | $892K | Buy |
29,356
+4,463
| +18% | +$140K | 0.01% | 838 |
|
|
2014
Q2 | $802K | Buy |
24,893
+9,250
| +59% | +$287K | 0.01% | 888 |
|
|
2014
Q1 | $475K | Buy |
15,643
+6,761
| +76% | +$197K | 0.01% | 1016 |
|
|
2013
Q4 | $248K | Buy |
8,882
+5,114
| +136% | +$144K | ﹤0.01% | 1150 |
|
|
2013
Q3 | $104K | Buy |
3,768
+863
| +30% | +$24.7K | ﹤0.01% | 1338 |
|
|
2013
Q2 | $82K | Buy |
+2,905
| New | +$86.8K | ﹤0.01% | 1365 |
|
Other funds holding XEL
VCM
VPM
Advisors Asset Management's XEL Position: Q1 2026 in Review
Advisors Asset Management increased its Xcel Energy (XEL) stake by 14% in Q1 2026, buying an estimated $268K and bringing the position to 27,883 shares worth $2.22M. The position accounts for 0.04% of the portfolio, ranked #564.
Advisors Asset Management first reported a position in XEL in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.98M in Q1 2023. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.
- Advisors Asset Management held 27,883 shares of Xcel Energy worth $2.22M as of Q1 2026.
- Advisors Asset Management bought 3,413 Xcel Energy shares in Q1 2026, an estimated $268K.
- Xcel Energy made up 0.04% of Advisors Asset Management's portfolio in Q1 2026, its #564 holding.
- Advisors Asset Management first reported a position in Xcel Energy in Q2 2013 and has held it in 52 quarters since.
- Advisors Asset Management's Xcel Energy position peaked at $2.98M in Q1 2023.
- 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.
Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.