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Ancora Advisors’s Xcel Energy XEL Stock Holding History

Ancora Advisors’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 		$211K Hold
2,660
– – ﹤0.01% 705
2025
Q4 		$196K Buy
2,660
+130
+5% +$10.3K ﹤0.01% 743
2025
Q3 		$204K Hold
2,530
– – ﹤0.01% 715
2025
Q2 		$172K Hold
2,530
– – ﹤0.01% 756
2025
Q1 		$179K Sell
2,530
-60
-2% -$4.08K ﹤0.01% 732
2024
Q4 		$175K Sell
2,590
-580
-18% -$38.9K ﹤0.01% 746
2024
Q3 		$207K Sell
3,170
-274
-8% -$16.3K ﹤0.01% 692
2024
Q2 		$184K Buy
3,444
+2,484
+259% +$135K ﹤0.01% 682
2024
Q1 		$51.6K Hold
960
– – ﹤0.01% 954
2023
Q4 		$59.4K Hold
960
– – ﹤0.01% 899
2023
Q3 		$54.9K Hold
960
– – ﹤0.01% 892
2023
Q2 		$59.7K Hold
960
– – ﹤0.01% 870
2023
Q1 		$64.7K Hold
960
– – ﹤0.01% 856
2022
Q4 		$67K Hold
960
– – ﹤0.01% 905
2022
Q3 		$61K Buy
960
+60
+7% +$4.37K ﹤0.01% 1030
2022
Q2 		$64K Hold
900
– – ﹤0.01% 1097
2022
Q1 		$65K Sell
900
-28
-3% -$1.92K ﹤0.01% 1147
2021
Q4 		$63K Sell
928
-12
-1% -$782 ﹤0.01% 1159
2021
Q3 		$59K Buy
940
+40
+4% +$2.7K ﹤0.01% 1127
2021
Q2 		$59K Hold
900
– – ﹤0.01% 1044
2021
Q1 		$60K Sell
900
-946
-51% -$59.8K ﹤0.01% 1006
2020
Q4 		$123K Hold
1,846
– – ﹤0.01% 715
2020
Q3 		$127K Hold
1,846
– – 0.01% 670
2020
Q2 		$115K Hold
1,846
– – ﹤0.01% 687
2020
Q1 		$111K Sell
1,846
-2,608
-59% -$170K 0.01% 758
2019
Q4 		$286K Buy
+4,454
New +$279K 0.01% 595
2018
Q4 		– Sell
-2,432
Closed -$115K – 1193
2018
Q3 		$115K Buy
+2,432
New +$115K ﹤0.01% 724
2017
Q1 		– Sell
-1,833
Closed -$75K – 1081
2016
Q4 		$75K Buy
+1,833
New +$73.3K 0.01% 712

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

Ancora Advisors's XEL Position: Q1 2026 in Review

Ancora Advisors held its Xcel Energy (XEL) position steady in Q1 2026 at 2,660 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Ancora Advisors first reported a position in XEL in Q4 2016 and has held it in 28 quarters since. The position peaked at $286K in Q4 2019. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Ancora Advisors held 2,660 shares of Xcel Energy worth $211K as of Q1 2026.
  • Ancora Advisors left its Xcel Energy share count unchanged in Q1 2026.
  • Xcel Energy made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #705 holding.
  • Ancora Advisors first reported a position in Xcel Energy in Q4 2016 and has held it in 28 quarters since.
  • Ancora Advisors's Xcel Energy position peaked at $286K in Q4 2019.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.