Cetera Investment Advisers
XEL icon

Cetera Investment Advisers’s Xcel Energy XEL Stock Holding History

Cetera Investment Advisers’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 		$9.69K Hold
3,400
– – ﹤0.01% 4697
2025
Q4 		$12.5K Buy
+3,400
New +$268K ﹤0.01% 4606

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

Cetera Investment Advisers's XEL Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Xcel Energy (XEL) stake by 4% in Q1 2026, selling an estimated $678K and leaving 207,766 shares worth $16.5M. The position accounts for 0.02% of the portfolio, ranked #777.

Cetera Investment Advisers first reported a position in XEL in Q2 2018 and has held it in 32 quarters since. The position peaked at $17.1M in Q3 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Cetera Investment Advisers held 207,766 shares of Xcel Energy worth $16.5M as of Q1 2026.
  • Cetera Investment Advisers sold 8,640 Xcel Energy shares in Q1 2026, an estimated $678K.
  • Xcel Energy made up 0.02% of Cetera Investment Advisers's portfolio in Q1 2026, its #777 holding.
  • Cetera Investment Advisers first reported a position in Xcel Energy in Q2 2018 and has held it in 32 quarters since.
  • Cetera Investment Advisers's Xcel Energy position peaked at $17.1M in Q3 2025.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.