AMG
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Advisors Management Group’s Xcel Energy XEL Stock Holding History

Advisors Management Group’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
2026
Q1 		$779K Sell
9,812
-673
-6% -$52.8K 0.14% 92
2025
Q4 		$774K Sell
10,485
-274
-3% -$21.6K 0.14% 93
2025
Q3 		$868K Sell
10,759
-328
-3% -$23.7K 0.15% 91
2025
Q2 		$755K Buy
11,087
+22
+0.2% +$1.53K 0.14% 91
2025
Q1 		$783K Sell
11,065
-605
-5% -$41.2K 0.17% 90
2024
Q4 		$788K Buy
11,670
+14
+0.1% +$939 0.19% 92
2024
Q3 		$761K Buy
11,656
+51
+0.4% +$3.02K 0.18% 88
2024
Q2 		$620K Sell
11,605
-184
-2% -$10K 0.15% 93
2024
Q1 		$634K Sell
11,789
-352
-3% -$20.1K 0.16% 91
2023
Q4 		$752K Buy
12,141
+531
+5% +$31.9K 0.2% 85
2023
Q3 		$664K Buy
11,610
+11
+0.1% +$661 0.2% 86
2023
Q2 		$721K Buy
11,599
+11
+0.1% +$734 0.22% 81
2023
Q1 		$781K Sell
11,588
-754
-6% -$50.9K 0.25% 72
2022
Q4 		$865K Buy
12,342
+11
+0.1% +$732 0.33% 63
2022
Q3 		$789K Sell
12,331
-71
-0.6% -$5.17K 0.31% 68
2022
Q2 		$878K Buy
12,402
+64
+0.5% +$4.66K 0.31% 68
2022
Q1 		$890K Buy
12,338
+912
+8% +$62.7K 0.3% 63
2021
Q4 		$774K Buy
11,426
+8
+0.1% +$522 0.23% 70
2021
Q3 		$714K Sell
11,418
-13
-0.1% -$878 0.22% 72
2021
Q2 		$753K Buy
11,431
+7
+0.1% +$487 0.22% 74
2021
Q1 		$760K Sell
11,424
-371
-3% -$23.5K 0.24% 69
2020
Q4 		$786K Buy
11,795
+7
+0.1% +$488 0.32% 55
2020
Q3 		$813K Buy
11,788
+8
+0.1% +$546 0.34% 55
2020
Q2 		$736K Sell
11,780
-201
-2% -$12.7K 0.33% 57
2020
Q1 		$722K Buy
11,981
+9
+0.1% +$587 0.35% 55
2019
Q4 		$760K Buy
11,972
+7
+0.1% +$438 0.3% 55
2019
Q3 		$776K Buy
11,965
+8
+0.1% +$498 0.32% 54
2019
Q2 		$711K Buy
11,957
+9
+0.1% +$517 0.31% 56
2019
Q1 		$672K Buy
11,948
+8
+0.1% +$426 0.3% 56
2018
Q4 		$588K Buy
11,940
+169
+1% +$8.47K 0.31% 54
2018
Q3 		$556K Buy
11,771
+9
+0.1% +$425 0.26% 59
2018
Q2 		$537K Buy
11,762
+10
+0.1% +$448 0.26% 57
2018
Q1 		$533K Buy
11,752
+9
+0.1% +$401 0.27% 56
2017
Q4 		$565K Buy
11,743
+8
+0.1% +$397 0.29% 56
2017
Q3 		$555K Sell
11,735
-142
-1% -$6.81K 0.29% 51
2017
Q2 		$545K Buy
11,877
+9
+0.1% +$414 0.3% 51
2017
Q1 		$528K Buy
11,868
+9
+0.1% +$381 0.33% 48
2016
Q4 		$483K Buy
11,859
+9
+0.1% +$360 0.33% 49
2016
Q3 		$488K Buy
11,850
+8
+0.1% +$342 0.33% 49
2016
Q2 		$530K Buy
11,842
+9
+0.1% +$372 0.37% 50
2016
Q1 		$495K Buy
11,833
+9
+0.1% +$351 0.36% 50
2015
Q4 		$425K Buy
+11,824
New +$422K 0.35% 49

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
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 $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisors Management Group's XEL Position: Q1 2026 in Review

Advisors Management Group reduced its Xcel Energy (XEL) stake by 6.4% in Q1 2026, selling an estimated $52.8K and leaving 9,812 shares worth $779K. The position accounts for 0.14% of the portfolio, ranked #92.

Advisors Management Group first reported a position in XEL in Q4 2015 and has held it in 42 quarters since. The position peaked at $890K in Q1 2022. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Advisors Management Group held 9,812 shares of Xcel Energy worth $779K as of Q1 2026.
  • Advisors Management Group sold 673 Xcel Energy shares in Q1 2026, an estimated $52.8K.
  • Xcel Energy made up 0.14% of Advisors Management Group's portfolio in Q1 2026, its #92 holding.
  • Advisors Management Group first reported a position in Xcel Energy in Q4 2015 and has held it in 42 quarters since.
  • Advisors Management Group's Xcel Energy position peaked at $890K in Q1 2022.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Advisors Management Group's 13F filing for Q1 2026, filed 1 May 2026.