Bartlett & Co Wealth Management’s Xcel Energy XEL Stock Holding History

Bartlett & Co Wealth Management’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	$47.9K	Buy	590 +11	+2%	+$863	﹤0.01%	695
2025 Q4	$43.1K	Buy	579 +2	+0.3%	+$158	﹤0.01%	698
2025 Q3	$46.9K	Buy	577 +54	+10%	+$3.91K	﹤0.01%	680
2025 Q2	$35.9K	Hold	523	–	–	﹤0.01%	716
2025 Q1	$37.3K	Sell	523 -818	-61%	-$55.7K	﹤0.01%	710
2024 Q4	$90.5K	Hold	1,341	–	–	﹤0.01%	554
2024 Q3	$88.3K	Hold	1,341	–	–	﹤0.01%	564
2024 Q2	$72.4K	Hold	1,341	–	–	﹤0.01%	593
2024 Q1	$72.8K	Buy	1,341 +100	+8%	+$5.71K	﹤0.01%	603
2023 Q4	$77.5K	Hold	1,241	–	–	﹤0.01%	616
2023 Q3	$71.6K	Hold	1,241	–	–	﹤0.01%	586
2023 Q2	$77.8K	Buy	1,241 +200	+19%	+$13.4K	﹤0.01%	582
2023 Q1	$70.7K	Hold	1,041	–	–	﹤0.01%	513
2022 Q4	$73.5K	Hold	1,041	–	–	﹤0.01%	518
2022 Q3	$67.1K	Hold	1,041	–	–	﹤0.01%	520
2022 Q2	$74.2K	Hold	1,041	–	–	﹤0.01%	510
2022 Q1	$75.6K	Buy	+1,041	New	+$71.5K	﹤0.01%	523
2021 Q4	–	Sell	-800	Closed	-$50.4K	–	901
2021 Q3	$50.4K	Hold	800	–	–	﹤0.01%	510
2021 Q2	$53.1K	Hold	800	–	–	﹤0.01%	497
2021 Q1	$54K	Sell	800 -1,013	-56%	-$64K	﹤0.01%	522
2020 Q4	$122K	Sell	1,813 -762	-30%	-$53.1K	﹤0.01%	383
2020 Q3	$179K	Hold	2,575	–	–	﹤0.01%	321
2020 Q2	$162K	Hold	2,575	–	–	﹤0.01%	331
2020 Q1	$156K	Hold	2,575	–	–	﹤0.01%	312
2019 Q4	$165K	Hold	2,575	–	–	﹤0.01%	355
2019 Q3	$168K	Buy	2,575 +1,000	+63%	+$62.3K	﹤0.01%	343
2019 Q2	$94.3K	Hold	1,575	–	–	﹤0.01%	333
2019 Q1	$89.2K	Hold	1,575	–	–	﹤0.01%	333
2018 Q4	$78.2K	Hold	1,575	–	–	﹤0.01%	336
2018 Q3	$75K	Buy	1,575 +800	+103%	+$37.8K	﹤0.01%	367
2018 Q2	$35.4K	Hold	775	–	–	﹤0.01%	464
2018 Q1	$35.2K	Buy	+775	New	+$34.5K	﹤0.01%	465

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

Bartlett & Co Wealth Management's XEL Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Xcel Energy (XEL) stake by 1.9% in Q1 2026, buying an estimated $863 and bringing the position to 590 shares worth $47.9K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Bartlett & Co Wealth Management first reported a position in XEL in Q1 2018 and has held it in 32 quarters since. The position peaked at $179K in Q3 2020. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Bartlett & Co Wealth Management held 590 shares of Xcel Energy worth $47.9K as of Q1 2026.
Bartlett & Co Wealth Management bought 11 Xcel Energy shares in Q1 2026, an estimated $863.
Xcel Energy made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #695 holding.
Bartlett & Co Wealth Management first reported a position in Xcel Energy in Q1 2018 and has held it in 32 quarters since.
Bartlett & Co Wealth Management's Xcel Energy position peaked at $179K in Q3 2020.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.