Diversify Wealth Management’s Xcel Energy XEL Stock Holding History

Diversify 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	$272K	Buy	+3,450	New	+$271K	﹤0.01%	995

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

Diversify Wealth Management's XEL Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in Xcel Energy (XEL) in Q1 2026: 3,450 shares worth $272K. The stake represents ﹤0.01% of the portfolio and ranks #995 among its holdings.

1,264 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Diversify Wealth Management held 3,450 shares of Xcel Energy worth $272K as of Q1 2026.
Xcel Energy was a new Diversify Wealth Management position in Q1 2026.
Xcel Energy made up ﹤0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #995 holding.
1,264 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.