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Arkadios Wealth Advisors’s Xcel Energy XEL Stock Holding History

Arkadios Wealth 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 		$1.45M Sell
18,217
-171
-0.9% -$13.4K 0.02% 641
2025
Q4 		$1.36M Buy
18,388
+2,273
+14% +$179K 0.03% 580
2025
Q3 		$1.3M Buy
16,115
+7,409
+85% +$536K 0.03% 537
2025
Q2 		$593K Buy
8,706
+368
+4% +$25.5K 0.02% 780
2025
Q1 		$590K Buy
8,338
+235
+3% +$16K 0.02% 647
2024
Q4 		$547K Sell
8,103
-1,398
-15% -$93.8K 0.03% 512
2024
Q3 		$620K Buy
9,501
+2,394
+34% +$142K 0.04% 467
2024
Q2 		$380K Buy
+7,107
New +$387K 0.03% 557
2021
Q4 		– Sell
-275
Closed -$17K – 1799
2021
Q3 		$17K Sell
275
-25
-8% -$1.69K ﹤0.01% 1282
2021
Q2 		$19K Buy
300
+239
+392% +$16.6K ﹤0.01% 1317
2021
Q1 		$4K Buy
61
+28
+85% +$1.77K ﹤0.01% 1439
2020
Q4 		$2K Buy
+33
New +$2.3K ﹤0.01% 1286
2020
Q2 		– Sell
-18
Closed -$1.08K – 1163
2020
Q1 		$1.08K Sell
18
-18
-50% -$1.17K ﹤0.01% 963
2019
Q4 		$2.51K Buy
+36
New +$2.25K ﹤0.01% 796

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

Arkadios Wealth Advisors's XEL Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Xcel Energy (XEL) stake by 0.93% in Q1 2026, selling an estimated $13.4K and leaving 18,217 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #641.

Arkadios Wealth Advisors first reported a position in XEL in Q4 2019 and has held it in 14 quarters since. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Arkadios Wealth Advisors held 18,217 shares of Xcel Energy worth $1.45M as of Q1 2026.
  • Arkadios Wealth Advisors sold 171 Xcel Energy shares in Q1 2026, an estimated $13.4K.
  • Xcel Energy made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #641 holding.
  • Arkadios Wealth Advisors first reported a position in Xcel Energy in Q4 2019 and has held it in 14 quarters since.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.