Cherry Tree Wealth Management’s Xcel Energy XEL Stock Holding History

Cherry Tree 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	$118K	Sell	1,491 -343	-19%	-$26.9K	0.03%	200
2025 Q4	$135K	Buy	1,834 +4	+0.2%	+$315	0.03%	196
2025 Q3	$148K	Sell	1,830 -721	-28%	-$52.2K	0.03%	186
2025 Q2	$174K	Sell	2,551 -7	-0.3%	-$485	0.04%	166
2025 Q1	$181K	Sell	2,558 -135	-5%	-$9.19K	0.04%	164
2024 Q4	$182K	Buy	2,693 +9	+0.3%	+$604	0.05%	165
2024 Q3	$175K	Buy	2,684 +10	+0.4%	+$593	0.04%	169
2024 Q2	$143K	Sell	2,674 -527	-16%	-$28.7K	0.04%	175
2024 Q1	$172K	Buy	3,201 +14	+0.4%	+$799	0.04%	169
2023 Q4	$197K	Sell	3,187 -364	-10%	-$21.8K	0.05%	152
2023 Q3	$203K	Buy	3,551 +13	+0.4%	+$781	0.06%	140
2023 Q2	$220K	Buy	+3,538	New	+$236K	0.06%	133

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cherry Tree Wealth Management's XEL Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its Xcel Energy (XEL) stake by 19% in Q1 2026, selling an estimated $26.9K and leaving 1,491 shares worth $118K. The position accounts for 0.03% of the portfolio, ranked #200.

Cherry Tree Wealth Management first reported a position in XEL in Q2 2023 and has held it in 12 quarters since. The position peaked at $220K in Q2 2023. 1,273 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Cherry Tree Wealth Management held 1,491 shares of Xcel Energy worth $118K as of Q1 2026.
Cherry Tree Wealth Management sold 343 Xcel Energy shares in Q1 2026, an estimated $26.9K.
Xcel Energy made up 0.03% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #200 holding.
Cherry Tree Wealth Management first reported a position in Xcel Energy in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Xcel Energy position peaked at $220K in Q2 2023.
1,273 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.