BlueStem Wealth Partners’s Xcel Energy XEL Stock Holding History

BlueStem Wealth 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	$268K	Buy	3,376 +9	+0.3%	+$706	0.03%	109
2025 Q4	$249K	Sell	3,367 -88	-3%	-$6.94K	0.03%	109
2025 Q3	$279K	Buy	3,455 +45	+1%	+$3.25K	0.03%	96
2025 Q2	$232K	Buy	3,410 +28	+0.8%	+$1.94K	0.03%	108
2025 Q1	$239K	Sell	3,382 -535	-14%	-$36.4K	0.03%	88
2024 Q4	$264K	Buy	+3,917	New	+$263K	0.03%	84

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

BlueStem Wealth Partners's XEL Position: Q1 2026 in Review

BlueStem Wealth Partners increased its Xcel Energy (XEL) stake by 0.27% in Q1 2026, buying an estimated $706 and bringing the position to 3,376 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #109.

BlueStem Wealth Partners first reported a position in XEL in Q4 2024 and has held it in 6 quarters since. The position peaked at $279K in Q3 2025. 1,265 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

BlueStem Wealth Partners held 3,376 shares of Xcel Energy worth $268K as of Q1 2026.
BlueStem Wealth Partners bought 9 Xcel Energy shares in Q1 2026, an estimated $706.
Xcel Energy made up 0.03% of BlueStem Wealth Partners's portfolio in Q1 2026, its #109 holding.
BlueStem Wealth Partners first reported a position in Xcel Energy in Q4 2024 and has held it in 6 quarters since.
BlueStem Wealth Partners's Xcel Energy position peaked at $279K in Q3 2025.
1,265 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.