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Claro Advisors’s Xcel Energy XEL Stock Holding History

Claro Advisors’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 		$365K Buy
4,594
+63
+1% +$4.94K 0.04% 317
2025
Q4 		$335K Hold
4,531
– – 0.05% 310
2025
Q3 		$365K Buy
4,531
+1
+0% +$72 0.05% 279
2025
Q2 		$309K Sell
4,530
-788
-15% -$54.6K 0.05% 287
2025
Q1 		$376K Buy
5,318
+95
+2% +$6.47K 0.05% 333
2024
Q4 		$353K Sell
5,223
-28,141
-84% -$1.89M 0.05% 317
2024
Q3 		$2.18M Buy
33,364
+6,263
+23% +$371K 0.28% 68
2024
Q2 		$1.45M Buy
27,101
+163
+0.6% +$8.87K 0.23% 90
2024
Q1 		$1.45M Sell
26,938
-1,737
-6% -$99.2K 0.25% 84
2023
Q4 		$1.78M Buy
28,675
+108
+0.4% +$6.48K 0.38% 48
2023
Q3 		$1.63M Buy
28,567
+768
+3% +$46.2K 0.41% 51
2023
Q2 		$1.73M Sell
27,799
-1,907
-6% -$127K 0.43% 45
2023
Q1 		$2M Sell
29,706
-315
-1% -$21.3K 0.59% 36
2022
Q4 		$2.1M Buy
+30,021
New +$2M 0.69% 32
2020
Q1 		– Sell
-4,565
Closed -$290K – 192
2019
Q4 		$290K Hold
4,565
– – 0.22% 121
2019
Q3 		$296K Buy
4,565
+50
+1% +$3.12K 0.26% 121
2019
Q2 		$269K Sell
4,515
-467
-9% -$26.8K 0.25% 123
2019
Q1 		$280K Buy
4,982
+4,924
+8,490% +$262K 0.28% 115
2018
Q4 		$3K Buy
+58
New +$2.91K ﹤0.01% 876

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

Claro Advisors's XEL Position: Q1 2026 in Review

Claro Advisors increased its Xcel Energy (XEL) stake by 1.4% in Q1 2026, buying an estimated $4.94K and bringing the position to 4,594 shares worth $365K. The position accounts for 0.04% of the portfolio, ranked #317.

Claro Advisors first reported a position in XEL in Q4 2018 and has held it in 19 quarters since. The position peaked at $2.18M in Q3 2024. 1,264 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Claro Advisors held 4,594 shares of Xcel Energy worth $365K as of Q1 2026.
  • Claro Advisors bought 63 Xcel Energy shares in Q1 2026, an estimated $4.94K.
  • Xcel Energy made up 0.04% of Claro Advisors's portfolio in Q1 2026, its #317 holding.
  • Claro Advisors first reported a position in Xcel Energy in Q4 2018 and has held it in 19 quarters since.
  • Claro Advisors's Xcel Energy position peaked at $2.18M in Q3 2024.
  • 1,264 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.