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Atomi Financial Group’s Xcel Energy XEL Stock Holding History

Atomi Financial Group’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 		$352K Sell
4,431
-223
-5% -$17.5K 0.01% 870
2025
Q4 		$344K Buy
4,654
+576
+14% +$45.4K 0.01% 871
2025
Q3 		$329K Buy
4,078
+625
+18% +$45.2K 0.01% 841
2025
Q2 		$235K Buy
3,453
+83
+2% +$5.76K 0.01% 960
2025
Q1 		$239K Sell
3,370
-752
-18% -$51.2K 0.01% 887
2024
Q4 		$278K Buy
+4,122
New +$276K 0.01% 761

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

Atomi Financial Group's XEL Position: Q1 2026 in Review

Atomi Financial Group reduced its Xcel Energy (XEL) stake by 4.8% in Q1 2026, selling an estimated $17.5K and leaving 4,431 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #870.

Atomi Financial Group first reported a position in XEL in Q4 2024 and has held it in 6 quarters since. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Atomi Financial Group held 4,431 shares of Xcel Energy worth $352K as of Q1 2026.
  • Atomi Financial Group sold 223 Xcel Energy shares in Q1 2026, an estimated $17.5K.
  • Xcel Energy made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #870 holding.
  • Atomi Financial Group first reported a position in Xcel Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.