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Aviance Capital Partners’s Xcel Energy XEL Stock Holding History

Aviance Capital Partners’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 		$251K Hold
3,163
– – 0.03% 331
2025
Q4 		$234K Hold
3,163
– – 0.03% 339
2025
Q3 		$255K Hold
3,163
– – 0.03% 320
2025
Q2 		$215K Hold
3,163
– – 0.03% 325
2025
Q1 		$224K Hold
3,163
– – 0.03% 310
2024
Q4 		$214K Sell
3,163
-1,750
-36% -$117K 0.03% 303
2024
Q3 		$321K Buy
+4,913
New +$291K 0.04% 265

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

Aviance Capital Partners's XEL Position: Q1 2026 in Review

Aviance Capital Partners held its Xcel Energy (XEL) position steady in Q1 2026 at 3,163 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #331.

Aviance Capital Partners first reported a position in XEL in Q3 2024 and has held it in 7 quarters since. The position peaked at $321K in Q3 2024. 1,264 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Aviance Capital Partners held 3,163 shares of Xcel Energy worth $251K as of Q1 2026.
  • Aviance Capital Partners left its Xcel Energy share count unchanged in Q1 2026.
  • Xcel Energy made up 0.03% of Aviance Capital Partners's portfolio in Q1 2026, its #331 holding.
  • Aviance Capital Partners first reported a position in Xcel Energy in Q3 2024 and has held it in 7 quarters since.
  • Aviance Capital Partners's Xcel Energy position peaked at $321K in Q3 2024.
  • 1,264 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.