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

Cassaday & 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	$192K	Buy	+2,422	New	+$190K	﹤0.01%	349

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

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

Cassaday & Co Wealth Management opened a new position in Xcel Energy (XEL) in Q1 2026: 2,422 shares worth $192K. The stake represents ﹤0.01% of the portfolio and ranks #349 among its holdings.

1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Cassaday & Co Wealth Management held 2,422 shares of Xcel Energy worth $192K as of Q1 2026.
Xcel Energy was a new Cassaday & Co Wealth Management position in Q1 2026.
Xcel Energy made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #349 holding.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.