CF
XEL icon

Collier Financial’s Xcel Energy XEL Stock Holding History

Collier Financial’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 		$37.8K Buy
476
+4
+0.8% +$314 0.03% 84
2025
Q4 		$34.9K Buy
472
+3
+0.6% +$237 0.03% 86
2025
Q3 		$37.8K Buy
+469
New +$33.9K 0.03% 86

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

Collier Financial's XEL Position: Q1 2026 in Review

Collier Financial increased its Xcel Energy (XEL) stake by 0.85% in Q1 2026, buying an estimated $314 and bringing the position to 476 shares worth $37.8K. The position accounts for 0.03% of the portfolio, ranked #84.

Collier Financial first reported a position in XEL in Q3 2025 and has held it in 3 quarters since. The position peaked at $37.8K in Q3 2025. 1,265 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Collier Financial held 476 shares of Xcel Energy worth $37.8K as of Q1 2026.
  • Collier Financial bought 4 Xcel Energy shares in Q1 2026, an estimated $314.
  • Xcel Energy made up 0.03% of Collier Financial's portfolio in Q1 2026, its #84 holding.
  • Collier Financial first reported a position in Xcel Energy in Q3 2025 and has held it in 3 quarters since.
  • Collier Financial's Xcel Energy position peaked at $37.8K in Q3 2025.
  • 1,265 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Collier Financial's 13F filing for Q1 2026, filed 12 May 2026.