BWL
XEL icon

Bogart Wealth LLC’s Xcel Energy XEL Stock Holding History

Bogart Wealth LLC’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 		$5.03M Buy
63,288
+2,480
+4% +$195K 0.19% 99
2025
Q4 		$4.49M Buy
60,808
+886
+1% +$69.9K 0.18% 101
2025
Q3 		$4.83M Buy
59,922
+1,722
+3% +$125K 0.2% 94
2025
Q2 		$3.96M Sell
58,200
-11,854
-17% -$822K 0.17% 98
2025
Q1 		$4.96M Sell
70,054
-750
-1% -$51.1K 0.23% 89
2024
Q4 		$4.78M Sell
70,804
-2,072
-3% -$139K 0.23% 94
2024
Q3 		$4.76M Sell
72,876
-920
-1% -$54.6K 0.23% 93
2024
Q2 		$3.94M Sell
73,796
-3,155
-4% -$172K 0.2% 94
2024
Q1 		$4.14M Sell
76,951
-24,638
-24% -$1.41M 0.21% 96
2023
Q4 		$6.29M Sell
101,589
-1,322
-1% -$79.3K 0.35% 72
2023
Q3 		$5.89M Buy
102,911
+3,010
+3% +$181K 0.36% 69
2023
Q2 		$6.21M Buy
99,901
+4,520
+5% +$302K 0.39% 62
2023
Q1 		$6.43M Buy
95,381
+9,584
+11% +$647K 0.43% 55
2022
Q4 		$6.02M Buy
85,797
+15,307
+22% +$1.02M 0.42% 55
2022
Q3 		$4.51M Buy
70,490
+10,766
+18% +$784K 0.38% 56
2022
Q2 		$4.23M Buy
59,724
+8,738
+17% +$636K 0.37% 55
2022
Q1 		$3.68M Buy
50,986
+7,521
+17% +$517K 0.31% 68
2021
Q4 		$2.94M Buy
43,465
+8,868
+26% +$578K 0.27% 75
2021
Q3 		$2.16M Buy
34,597
+6,598
+24% +$446K 0.22% 89
2021
Q2 		$1.84M Buy
27,999
+6,294
+29% +$438K 0.2% 94
2021
Q1 		$1.44M Buy
21,705
+6,889
+46% +$435K 0.2% 91
2020
Q4 		$987K Buy
14,816
+1,706
+13% +$119K 0.18% 89
2020
Q3 		$904K Buy
+13,110
New +$894K 0.2% 73

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

Bogart Wealth LLC's XEL Position: Q1 2026 in Review

Bogart Wealth LLC increased its Xcel Energy (XEL) stake by 4.1% in Q1 2026, buying an estimated $195K and bringing the position to 63,288 shares worth $5.03M. The position accounts for 0.19% of the portfolio, ranked #99.

Bogart Wealth LLC first reported a position in XEL in Q3 2020 and has held it in 23 quarters since. The position peaked at $6.43M in Q1 2023. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Bogart Wealth LLC held 63,288 shares of Xcel Energy worth $5.03M as of Q1 2026.
  • Bogart Wealth LLC bought 2,480 Xcel Energy shares in Q1 2026, an estimated $195K.
  • Xcel Energy made up 0.19% of Bogart Wealth LLC's portfolio in Q1 2026, its #99 holding.
  • Bogart Wealth LLC first reported a position in Xcel Energy in Q3 2020 and has held it in 23 quarters since.
  • Bogart Wealth LLC's Xcel Energy position peaked at $6.43M in Q1 2023.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.