Advisory Services Network’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 | $1.08M | Sell |
13,570
-5,411
| -29% | -$424K | 0.01% | 903 |
|
|
2025
Q4 | $1.4M | Buy |
18,981
+7,205
| +61% | +$568K | 0.02% | 748 |
|
|
2025
Q3 | $950K | Sell |
11,776
-344
| -3% | -$24.9K | 0.01% | 886 |
|
|
2025
Q2 | $890K | Buy |
12,120
+345
| +3% | +$23.9K | 0.01% | 868 |
|
|
2025
Q1 | $834K | Sell |
11,775
-544
| -4% | -$37K | 0.02% | 845 |
|
|
2024
Q4 | $832K | Buy |
12,319
+472
| +4% | +$31.7K | 0.02% | 824 |
|
|
2024
Q3 | $633K | Hold |
11,847
| – | – | 0.01% | 891 |
|
|
2024
Q2 | $633K | Buy |
11,847
+403
| +4% | +$21.9K | 0.01% | 891 |
|
|
2024
Q1 | $615K | Buy |
11,444
+1,709
| +18% | +$97.6K | 0.01% | 880 |
|
|
2023
Q4 | $603K | Buy |
9,735
+545
| +6% | +$32.7K | 0.01% | 820 |
|
|
2023
Q3 | $526K | Buy |
9,190
+100
| +1% | +$6.01K | 0.01% | 890 |
|
|
2023
Q2 | $565K | Buy |
9,090
+212
| +2% | +$14.2K | 0.02% | 857 |
|
|
2023
Q1 | $599K | Buy |
8,878
+193
| +2% | +$13K | 0.02% | 823 |
|
|
2022
Q4 | $609K | Sell |
8,685
-1,975
| -19% | -$131K | 0.02% | 773 |
|
|
2022
Q3 | $683K | Sell |
10,660
-33
| -0.3% | -$2.4K | 0.02% | 679 |
|
|
2022
Q2 | $756K | Buy |
10,693
+213
| +2% | +$15.5K | 0.03% | 662 |
|
|
2022
Q1 | $756K | Buy |
10,480
+1,334
| +15% | +$91.7K | 0.02% | 728 |
|
|
2021
Q4 | $620K | Buy |
9,146
+651
| +8% | +$42.4K | 0.02% | 789 |
|
|
2021
Q3 | $531K | Sell |
8,495
-210
| -2% | -$14.2K | 0.02% | 844 |
|
|
2021
Q2 | $573K | Sell |
8,705
-435
| -5% | -$30.3K | 0.02% | 833 |
|
|
2021
Q1 | $608K | Sell |
9,140
-4,701
| -34% | -$297K | 0.02% | 763 |
|
|
2020
Q4 | $923K | Buy |
13,841
+6,801
| +97% | +$474K | 0.04% | 520 |
|
|
2020
Q3 | $486K | Buy |
7,040
+138
| +2% | +$9.41K | 0.02% | 638 |
|
|
2020
Q2 | $431K | Buy |
6,902
+399
| +6% | +$25.1K | 0.02% | 651 |
|
|
2020
Q1 | $392K | Sell |
6,503
-38
| -0.6% | -$2.48K | 0.03% | 599 |
|
|
2019
Q4 | $415K | Buy |
6,541
+964
| +17% | +$60.3K | 0.02% | 674 |
|
|
2019
Q3 | $332K | Hold |
5,577
| – | – | 0.02% | 666 |
|
|
2019
Q2 | $332K | Buy |
5,577
+457
| +9% | +$26.3K | 0.02% | 664 |
|
|
2019
Q1 | $288K | Sell |
5,120
-305
| -6% | -$16.2K | 0.02% | 674 |
|
|
2018
Q4 | $267K | Sell |
5,425
-1,833
| -25% | -$91.9K | 0.02% | 623 |
|
|
2018
Q3 | $343K | Sell |
7,258
-64
| -0.9% | -$3.02K | 0.03% | 616 |
|
|
2018
Q2 | $343K | Sell |
7,322
-273
| -4% | -$12.2K | 0.03% | 601 |
|
|
2018
Q1 | $345K | Buy |
7,595
+1,083
| +17% | +$48.3K | 0.03% | 624 |
|
|
2017
Q4 | $313K | Buy |
6,512
+1,105
| +20% | +$54.8K | 0.03% | 632 |
|
|
2017
Q3 | $256K | Buy |
5,407
+1
| +0% | +$48 | 0.03% | 576 |
|
|
2017
Q2 | $248K | Hold |
5,406
| – | – | 0.03% | 565 |
|
|
2017
Q1 | $240K | Buy |
+5,406
| New | +$229K | 0.03% | 547 |
|
|
2016
Q3 | $278K | Buy |
6,747
+716
| +12% | +$30.6K | 0.05% | 429 |
|
|
2016
Q2 | $270K | Buy |
6,031
+16
| +0.3% | +$662 | 0.06% | 386 |
|
|
2016
Q1 | $252K | Buy |
6,015
+2,789
| +86% | +$109K | 0.07% | 345 |
|
|
2015
Q4 | $116K | Buy |
3,226
+357
| +12% | +$12.7K | 0.04% | 411 |
|
|
2015
Q3 | $102K | Buy |
2,869
+25
| +0.9% | +$850 | 0.03% | 397 |
|
|
2015
Q2 | $92K | Sell |
2,844
-1,806
| -39% | -$60.8K | 0.03% | 398 |
|
|
2015
Q1 | $163K | Sell |
4,650
-774
| -14% | -$27.7K | 0.05% | 308 |
|
|
2014
Q4 | $202K | Buy |
+5,424
| New | +$182K | 0.06% | 247 |
|
|
2014
Q3 | – | Sell |
-6,521
| Closed | -$210K | – | 278 |
|
|
2014
Q2 | $210K | Buy |
+6,521
| New | +$202K | 0.09% | 234 |
|
|
2014
Q1 | – | Sell |
-6,945
| Closed | -$194K | – | 821 |
|
|
2013
Q4 | $194K | Buy |
+6,945
| New | +$196K | 0.1% | 175 |
|
Other funds holding XEL
VCM
VPM
Advisory Services Network's XEL Position: Q1 2026 in Review
Advisory Services Network reduced its Xcel Energy (XEL) stake by 29% in Q1 2026, selling an estimated $424K and leaving 13,570 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #903.
Advisory Services Network first reported a position in XEL in Q4 2013 and has held it in 47 quarters since. The position peaked at $1.4M in Q4 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.
- Advisory Services Network held 13,570 shares of Xcel Energy worth $1.08M as of Q1 2026.
- Advisory Services Network sold 5,411 Xcel Energy shares in Q1 2026, an estimated $424K.
- Xcel Energy made up 0.01% of Advisory Services Network's portfolio in Q1 2026, its #903 holding.
- Advisory Services Network first reported a position in Xcel Energy in Q4 2013 and has held it in 47 quarters since.
- Advisory Services Network's Xcel Energy position peaked at $1.4M in Q4 2025.
- 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.
Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.