AE Wealth 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 | $17.8M | Buy |
224,535
+31,062
| +16% | +$2.44M | 0.1% | 220 |
|
|
2025
Q4 | $14.3M | Buy |
193,473
+167,298
| +639% | +$13.2M | 0.08% | 241 |
|
|
2025
Q3 | $2.11M | Buy |
26,175
+1,839
| +8% | +$133K | 0.01% | 553 |
|
|
2025
Q2 | $1.66M | Buy |
24,336
+5,528
| +29% | +$383K | 0.01% | 578 |
|
|
2025
Q1 | $1.33M | Sell |
18,808
-890
| -5% | -$60.6K | 0.01% | 640 |
|
|
2024
Q4 | $1.33M | Buy |
19,698
+1,114
| +6% | +$74.7K | 0.01% | 644 |
|
|
2024
Q3 | $1.21M | Sell |
18,584
-2,900
| -13% | -$172K | 0.01% | 657 |
|
|
2024
Q2 | $1.15M | Buy |
21,484
+4,178
| +24% | +$227K | 0.01% | 670 |
|
|
2024
Q1 | $930K | Sell |
17,306
-64,036
| -79% | -$3.66M | 0.01% | 668 |
|
|
2023
Q4 | $4.83M | Buy |
81,342
+38,698
| +91% | +$2.32M | 0.02% | 602 |
|
|
2023
Q3 | $2.44M | Buy |
42,644
+14,859
| +53% | +$893K | 0.01% | 783 |
|
|
2023
Q2 | $1.73M | Sell |
27,785
-315
| -1% | -$21K | 0.01% | 886 |
|
|
2023
Q1 | $1.9M | Sell |
28,100
-34,034
| -55% | -$2.3M | 0.01% | 829 |
|
|
2022
Q4 | $4.36M | Buy |
62,134
+7,198
| +13% | +$479K | 0.03% | 508 |
|
|
2022
Q3 | $3.52M | Buy |
54,936
+3,500
| +7% | +$255K | 0.03% | 518 |
|
|
2022
Q2 | $3.64M | Buy |
51,436
+31,803
| +162% | +$2.31M | 0.03% | 476 |
|
|
2022
Q1 | $1.42M | Sell |
19,633
-31
| -0.2% | -$2.13K | 0.01% | 805 |
|
|
2021
Q4 | $1.33M | Sell |
19,664
-2,855
| -13% | -$186K | 0.01% | 834 |
|
|
2021
Q3 | $1.41M | Sell |
22,519
-1,738
| -7% | -$117K | 0.01% | 766 |
|
|
2021
Q2 | $1.6M | Sell |
24,257
-151
| -0.6% | -$10.5K | 0.01% | 700 |
|
|
2021
Q1 | $1.62M | Buy |
24,408
+267
| +1% | +$16.9K | 0.02% | 624 |
|
|
2020
Q4 | $1.61M | Sell |
24,141
-2,329
| -9% | -$162K | 0.02% | 558 |
|
|
2020
Q3 | $1.83M | Buy |
26,470
+2,798
| +12% | +$191K | 0.03% | 454 |
|
|
2020
Q2 | $1.48M | Sell |
23,672
-6,050
| -20% | -$381K | 0.02% | 500 |
|
|
2020
Q1 | $1.79M | Buy |
29,722
+4,155
| +16% | +$271K | 0.04% | 334 |
|
|
2019
Q4 | $1.62M | Buy |
25,567
+3,927
| +18% | +$246K | 0.04% | 402 |
|
|
2019
Q3 | $1.4M | Buy |
21,640
+877
| +4% | +$54.6K | 0.04% | 352 |
|
|
2019
Q2 | $1.24M | Buy |
20,763
+9,836
| +90% | +$565K | 0.04% | 347 |
|
|
2019
Q1 | $614K | Buy |
10,927
+631
| +6% | +$33.6K | 0.04% | 302 |
|
|
2018
Q4 | $507K | Sell |
10,296
-1,704
| -14% | -$85.5K | 0.09% | 244 |
|
|
2018
Q3 | $567K | Buy |
12,000
+637
| +6% | +$30.1K | 0.03% | 298 |
|
|
2018
Q2 | $519K | Sell |
11,363
-495
| -4% | -$22.2K | 0.04% | 252 |
|
|
2018
Q1 | $539K | Buy |
11,858
+6
| +0.1% | +$267 | 0.04% | 242 |
|
|
2017
Q4 | $570K | Buy |
11,852
+1,034
| +10% | +$51.3K | 0.05% | 228 |
|
|
2017
Q3 | $512K | Buy |
10,818
+1,909
| +21% | +$91.6K | 0.05% | 230 |
|
|
2017
Q2 | $409K | Sell |
8,909
-1,638
| -16% | -$75.4K | 0.05% | 256 |
|
|
2017
Q1 | $469K | Buy |
+10,547
| New | +$447K | 0.09% | 179 |
|
Other funds holding XEL
VCM
VPM
AE Wealth Management's XEL Position: Q1 2026 in Review
AE Wealth Management increased its Xcel Energy (XEL) stake by 16% in Q1 2026, buying an estimated $2.44M and bringing the position to 224,535 shares worth $17.8M. The position accounts for 0.1% of the portfolio, ranked #220.
AE Wealth Management first reported a position in XEL in Q1 2017 and has held it in 37 quarters since. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.
- AE Wealth Management held 224,535 shares of Xcel Energy worth $17.8M as of Q1 2026.
- AE Wealth Management bought 31,062 Xcel Energy shares in Q1 2026, an estimated $2.44M.
- Xcel Energy made up 0.1% of AE Wealth Management's portfolio in Q1 2026, its #220 holding.
- AE Wealth Management first reported a position in Xcel Energy in Q1 2017 and has held it in 37 quarters since.
- 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.