Ashton Thomas Private Wealth’s Xcel Energy XEL Stock Holding History

Ashton Thomas Private Wealth’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	$1.51M	Sell	18,963 -6,556	-26%	-$514K	0.04%	430
2025 Q4	$1.9M	Buy	25,519 +2,872	+13%	+$227K	0.05%	334
2025 Q3	$1.84M	Buy	22,647 +2,872	+15%	+$208K	0.05%	340
2025 Q2	$1.36M	Buy	19,775 +1,008	+5%	+$69.9K	0.05%	345
2025 Q1	$1.34M	Buy	18,767 +4,383	+30%	+$298K	0.05%	322
2024 Q4	$971K	Buy	14,384 +1,356	+10%	+$91K	0.04%	384
2024 Q3	$851K	Buy	13,028 +9,782	+301%	+$580K	0.04%	343
2024 Q2	$173K	Sell	3,246 -1,258	-28%	-$68.4K	0.01%	598
2024 Q1	$242K	Sell	4,504 -433	-9%	-$24.7K	0.01%	534
2023 Q4	$306K	Sell	4,937 -1,248	-20%	-$74.9K	0.02%	495
2023 Q3	$354K	Buy	+6,185	New	+$372K	0.03%	454
2021 Q3	–	Sell	-9,786	Closed	-$645K	–	386
2021 Q2	$645K	Buy	9,786 +999	+11%	+$69.5K	0.1%	224
2021 Q1	$584K	Buy	+8,787	New	+$555K	0.1%	214

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

Ashton Thomas Private Wealth's XEL Position: Q1 2026 in Review

Ashton Thomas Private Wealth reduced its Xcel Energy (XEL) stake by 26% in Q1 2026, selling an estimated $514K and leaving 18,963 shares worth $1.51M. The position accounts for 0.04% of the portfolio, ranked #430.

Ashton Thomas Private Wealth first reported a position in XEL in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.9M in Q4 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Ashton Thomas Private Wealth held 18,963 shares of Xcel Energy worth $1.51M as of Q1 2026.
Ashton Thomas Private Wealth sold 6,556 Xcel Energy shares in Q1 2026, an estimated $514K.
Xcel Energy made up 0.04% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #430 holding.
Ashton Thomas Private Wealth first reported a position in Xcel Energy in Q1 2021 and has held it in 13 quarters since.
Ashton Thomas Private Wealth's Xcel Energy position peaked at $1.9M in Q4 2025.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.