Atlas Capital Advisors’s Xcel Energy XEL Stock Holding History

Atlas Capital 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	$635	Hold	8	–	–	﹤0.01%	949
2025 Q4	$590	Buy	+8	New	+$631	﹤0.01%	924
2025 Q2	$544	Hold	8	–	–	﹤0.01%	898
2025 Q1	$566	Sell	8 -100	-93%	-$6.81K	﹤0.01%	941
2024 Q4	$7.29K	Buy	108 +100	+1,250%	+$6.71K	﹤0.01%	799
2024 Q3	$522	Sell	8 -100	-93%	-$5.93K	﹤0.01%	874
2024 Q2	$5.77K	Buy	108 +100	+1,250%	+$5.44K	﹤0.01%	774
2024 Q1	$430	Sell	8 -100	-93%	-$5.71K	﹤0.01%	859
2023 Q4	$6.69K	Hold	108	–	–	﹤0.01%	777
2023 Q3	$6.18K	Hold	108	–	–	﹤0.01%	749
2023 Q2	$6.71K	Hold	108	–	–	﹤0.01%	768
2023 Q1	$7.28K	Hold	108	–	–	﹤0.01%	762
2022 Q4	$7.57K	Hold	108	–	–	﹤0.01%	757
2022 Q3	$6.91K	Hold	108	–	–	﹤0.01%	745
2022 Q2	$7.64K	Buy	108 +100	+1,250%	+$7.28K	﹤0.01%	783
2022 Q1	$577	Hold	8	–	–	﹤0.01%	883
2021 Q4	$541	Hold	8	–	–	﹤0.01%	901
2021 Q3	$500	Hold	8	–	–	﹤0.01%	917
2021 Q2	$527	Buy	+8	New	+$557	﹤0.01%	923
2018 Q4	–	Sell	-115	Closed	-$5.42K	–	603
2018 Q3	$5.42K	Hold	115	–	–	﹤0.01%	525
2018 Q2	$5.27K	Hold	115	–	–	﹤0.01%	491
2018 Q1	$5.23K	Buy	+115	New	+$5.13K	﹤0.01%	502

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

Atlas Capital Advisors's XEL Position: Q1 2026 in Review

Atlas Capital Advisors held its Xcel Energy (XEL) position steady in Q1 2026 at 8 shares worth $635. The position accounts for ﹤0.01% of the portfolio, ranked #949.

Atlas Capital Advisors first reported a position in XEL in Q1 2018 and has held it in 22 quarters since. The position peaked at $7.64K in Q2 2022. 1,265 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Atlas Capital Advisors held 8 shares of Xcel Energy worth $635 as of Q1 2026.
Atlas Capital Advisors left its Xcel Energy share count unchanged in Q1 2026.
Xcel Energy made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q1 2026, its #949 holding.
Atlas Capital Advisors first reported a position in Xcel Energy in Q1 2018 and has held it in 22 quarters since.
Atlas Capital Advisors's Xcel Energy position peaked at $7.64K in Q2 2022.
1,265 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.