Compass Financial Group (South Dakota)’s Xcel Energy XEL Stock Holding History

Compass Financial Group (South Dakota)’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	$260K	Hold	3,275	–	–	0.04%	87
2025 Q4	$242K	Buy	3,275 +398	+14%	+$31.4K	0.03%	91
2025 Q3	$232K	Sell	2,877 -202	-7%	-$14.6K	0.03%	93
2025 Q2	$210K	Hold	3,079	–	–	0.03%	89
2025 Q1	$218K	Hold	3,079	–	–	0.04%	86
2024 Q4	$208K	Hold	3,079	–	–	0.04%	89
2024 Q3	$201K	Buy	+3,079	New	+$183K	0.04%	91
2023 Q2	–	Sell	-3,079	Closed	-$208K	–	99
2023 Q1	$208K	Hold	3,079	–	–	0.07%	89
2022 Q4	$216K	Buy	+3,079	New	+$205K	0.08%	89

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

Compass Financial Group (South Dakota)'s XEL Position: Q1 2026 in Review

Compass Financial Group (South Dakota) held its Xcel Energy (XEL) position steady in Q1 2026 at 3,275 shares worth $260K. The position accounts for 0.04% of the portfolio, ranked #87.

Compass Financial Group (South Dakota) first reported a position in XEL in Q4 2022 and has held it in 9 quarters since. 1,264 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Compass Financial Group (South Dakota) held 3,275 shares of Xcel Energy worth $260K as of Q1 2026.
Compass Financial Group (South Dakota) left its Xcel Energy share count unchanged in Q1 2026.
Xcel Energy made up 0.04% of Compass Financial Group (South Dakota)'s portfolio in Q1 2026, its #87 holding.
Compass Financial Group (South Dakota) first reported a position in Xcel Energy in Q4 2022 and has held it in 9 quarters since.
1,264 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q1 2026, filed 29 Apr 2026.