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Blue Chip Partners’s Xcel Energy XEL Stock Holding History

Blue Chip 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 		$16.7M Buy
210,260
+4,938
+2% +$387K 1.2% 34
2025
Q4 		$15.2M Buy
205,322
+747
+0.4% +$58.9K 1.1% 34
2025
Q3 		$16.5M Sell
204,575
-2,487
-1% -$180K 1.23% 35
2025
Q2 		$14.1M Sell
207,062
-1,879
-0.9% -$130K 1.15% 33
2025
Q1 		$14.8M Buy
208,941
+8,411
+4% +$573K 1.28% 27
2024
Q4 		$13.5M Buy
200,530
+1,934
+1% +$130K 1.16% 32
2024
Q3 		$13M Buy
+198,596
New +$11.8M 1.13% 33

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

Blue Chip Partners's XEL Position: Q1 2026 in Review

Blue Chip Partners increased its Xcel Energy (XEL) stake by 2.4% in Q1 2026, buying an estimated $387K and bringing the position to 210,260 shares worth $16.7M. The position accounts for 1.2% of the portfolio, ranked #34.

Blue Chip Partners first reported a position in XEL in Q3 2024 and has held it in 7 quarters since. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Blue Chip Partners held 210,260 shares of Xcel Energy worth $16.7M as of Q1 2026.
  • Blue Chip Partners bought 4,938 Xcel Energy shares in Q1 2026, an estimated $387K.
  • Xcel Energy made up 1.2% of Blue Chip Partners's portfolio in Q1 2026, its #34 holding.
  • Blue Chip Partners first reported a position in Xcel Energy in Q3 2024 and has held it in 7 quarters since.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Blue Chip Partners's 13F filing for Q1 2026, filed 15 May 2026.