Arcadia Investment Management’s Xcel Energy XEL Stock Holding History

Arcadia Investment Management’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	$159	Hold	2	–	–	﹤0.01%	349
2025 Q4	$148	Buy	+2	New	+$158	﹤0.01%	369
2020 Q4	–	Sell	-618	Closed	-$43K	–	280
2020 Q3	$43K	Hold	618	–	–	0.01%	200
2020 Q2	$39K	Hold	618	–	–	0.01%	194
2020 Q1	$37K	Hold	618	–	–	0.01%	203
2019 Q4	$39K	Hold	618	–	–	0.01%	213
2019 Q3	$40K	Hold	618	–	–	0.01%	210
2019 Q2	$37K	Hold	618	–	–	0.01%	222
2019 Q1	$35K	Hold	618	–	–	0.01%	219
2018 Q4	$30K	Hold	618	–	–	0.01%	214
2018 Q3	$29K	Hold	618	–	–	0.01%	257
2018 Q2	$28K	Hold	618	–	–	0.01%	265
2018 Q1	$28K	Hold	618	–	–	0.01%	264
2017 Q4	$30K	Hold	618	–	–	0.01%	264
2017 Q3	$29K	Hold	618	–	–	0.01%	270
2017 Q2	$28K	Hold	618	–	–	0.01%	262
2017 Q1	$27K	Hold	618	–	–	0.01%	289
2016 Q4	$25K	Hold	618	–	–	0.01%	252
2016 Q3	$25K	Hold	618	–	–	0.01%	250
2016 Q2	$27K	Hold	618	–	–	0.01%	287
2016 Q1	$26K	Hold	618	–	–	0.01%	205
2015 Q4	$22K	Hold	618	–	–	0.01%	215
2015 Q3	$22K	Hold	618	–	–	0.01%	168
2015 Q2	$22K	Buy	+618	New	+$20.8K	0.01%	189

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arcadia Investment Management's XEL Position: Q1 2026 in Review

Arcadia Investment Management held its Xcel Energy (XEL) position steady in Q1 2026 at 2 shares worth $159. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Arcadia Investment Management first reported a position in XEL in Q2 2015 and has held it in 24 quarters since. The position peaked at $43K in Q3 2020. 1,264 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Arcadia Investment Management held 2 shares of Xcel Energy worth $159 as of Q1 2026.
Arcadia Investment Management left its Xcel Energy share count unchanged in Q1 2026.
Xcel Energy made up ﹤0.01% of Arcadia Investment Management's portfolio in Q1 2026, its #349 holding.
Arcadia Investment Management first reported a position in Xcel Energy in Q2 2015 and has held it in 24 quarters since.
Arcadia Investment Management's Xcel Energy position peaked at $43K in Q3 2020.
1,264 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.