Corient Private Wealth
XEL icon

Corient Private Wealth’s Xcel Energy XEL Stock Holding History

Corient Private Wealth’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 		$8.34M Sell
105,447
-171,465
-62% -$13.4M 0.01% 684
2025
Q4 		$20.1M Buy
276,912
+151,473
+121% +$11.9M 0.01% 558
2025
Q3 		$10.1M Sell
125,439
-4,953
-4% -$358K 0.02% 518
2025
Q2 		$8.88M Buy
130,392
+388
+0.3% +$26.9K 0.01% 550
2025
Q1 		$9.2M Sell
130,004
-4,124
-3% -$281K 0.02% 537
2024
Q4 		$9.06M Sell
134,128
-22,543
-14% -$1.51M 0.02% 536
2024
Q3 		$10.2M Buy
156,671
+21,405
+16% +$1.27M 0.02% 557
2024
Q2 		$7.22M Sell
135,266
-18,628
-12% -$1.01M 0.01% 604
2024
Q1 		$8.27M Sell
153,894
-532,273
-78% -$30.4M 0.01% 574
2023
Q4 		$42.5M Buy
686,167
+356,505
+108% +$21.4M 0.08% 245
2023
Q3 		$18.9M Buy
329,662
+7,767
+2% +$467K 0.04% 356
2023
Q2 		$20M Buy
321,895
+2,594
+0.8% +$173K 0.05% 337
2023
Q1 		$21.5M Buy
319,301
+3,269
+1% +$221K 0.06% 292
2022
Q4 		$22.2M Buy
+316,032
New +$21M 0.08% 250

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

Corient Private Wealth's XEL Position: Q1 2026 in Review

Corient Private Wealth reduced its Xcel Energy (XEL) stake by 62% in Q1 2026, selling an estimated $13.4M and leaving 105,447 shares worth $8.34M. The position accounts for 0.01% of the portfolio, ranked #684.

Corient Private Wealth first reported a position in XEL in Q4 2022 and has held it in 14 quarters since. The position peaked at $42.5M in Q4 2023. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Corient Private Wealth held 105,447 shares of Xcel Energy worth $8.34M as of Q1 2026.
  • Corient Private Wealth sold 171,465 Xcel Energy shares in Q1 2026, an estimated $13.4M.
  • Xcel Energy made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #684 holding.
  • Corient Private Wealth first reported a position in Xcel Energy in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Xcel Energy position peaked at $42.5M in Q4 2023.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.