Edgemoor Investment Advisors’s Xcel Energy XEL Stock Holding History

Edgemoor Investment 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	$2.71M	Sell	34,118 -150	-0.4%	-$11.8K	0.21%	68
2025 Q4	$2.53M	Sell	34,268 -300	-0.9%	-$23.7K	0.2%	66
2025 Q3	$2.79M	Sell	34,568 -1,140	-3%	-$82.5K	0.22%	66
2025 Q2	$2.43M	Sell	35,708 -800	-2%	-$55.5K	0.21%	66
2025 Q1	$2.58M	Sell	36,508 -425	-1%	-$28.9K	0.24%	62
2024 Q4	$2.49M	Sell	36,933 -490	-1%	-$32.9K	0.22%	62
2024 Q3	$2.44M	Hold	37,423	–	–	0.21%	62
2024 Q2	$2M	Sell	37,423 -1,263	-3%	-$68.7K	0.19%	62
2024 Q1	$2.08M	Hold	38,686	–	–	0.2%	64
2023 Q4	$2.4M	Sell	38,686 -750	-2%	-$45K	0.25%	64
2023 Q3	$2.26M	Sell	39,436 -437	-1%	-$26.3K	0.27%	62
2023 Q2	$2.48M	Hold	39,873	–	–	0.28%	60
2023 Q1	$2.69M	Sell	39,873 -1,165	-3%	-$78.6K	0.33%	59
2022 Q4	$2.88M	Hold	41,038	–	–	0.36%	59
2022 Q3	$2.63M	Buy	41,038 +375	+0.9%	+$27.3K	0.35%	61
2022 Q2	$2.88M	Sell	40,663 -335	-0.8%	-$24.4K	0.36%	62
2022 Q1	$2.96M	Buy	40,998 +200	+0.5%	+$13.7K	0.31%	64
2021 Q4	$2.76M	Hold	40,798	–	–	0.28%	61
2021 Q3	$2.55M	Sell	40,798 -1,200	-3%	-$81.1K	0.29%	60
2021 Q2	$2.77M	Sell	41,998 -110	-0.3%	-$7.66K	0.26%	58
2021 Q1	$2.8M	Hold	42,108	–	–	0.28%	59
2020 Q4	$2.81M	Sell	42,108 -550	-1%	-$38.3K	0.31%	56
2020 Q3	$2.94M	Hold	42,658	–	–	0.36%	55
2020 Q2	$2.67M	Hold	42,658	–	–	0.36%	57
2020 Q1	$2.57M	Sell	42,658 -300	-0.7%	-$19.6K	0.42%	54
2019 Q4	$2.73M	Sell	42,958 -88	-0.2%	-$5.5K	0.31%	66
2019 Q3	$2.79M	Sell	43,046 -432	-1%	-$26.9K	0.35%	65
2019 Q2	$2.59M	Sell	43,478 -520	-1%	-$29.9K	0.33%	66
2019 Q1	$2.47M	Hold	43,998	–	–	0.33%	65
2018 Q4	$2.17M	Hold	43,998	–	–	0.32%	67
2018 Q3	$2.08M	Hold	43,998	–	–	0.26%	69
2018 Q2	$2.01M	Hold	43,998	–	–	0.27%	71
2018 Q1	$2M	Sell	43,998 -4,796	-10%	-$214K	0.27%	70
2017 Q4	$2.21M	Sell	48,794 -2,829	-5%	-$140K	0.28%	68
2017 Q3	$2.44M	Sell	51,623 -175	-0.3%	-$8.4K	0.33%	66
2017 Q2	$2.38M	Hold	51,798	–	–	0.32%	67
2017 Q1	$2.3M	Sell	51,798 -4,003	-7%	-$170K	0.33%	65
2016 Q4	$2.27M	Hold	55,801	–	–	0.35%	65
2016 Q3	$2.3M	Sell	55,801 -200	-0.4%	-$8.55K	0.35%	66
2016 Q2	$2.51M	Hold	56,001	–	–	0.4%	68
2016 Q1	$2.34M	Hold	56,001	–	–	0.36%	70
2015 Q4	$2.01M	Sell	56,001 -1,289	-2%	-$46K	0.3%	72
2015 Q3	$2.03M	Hold	57,290	–	–	0.31%	70
2015 Q2	$1.84M	Hold	57,290	–	–	0.27%	70
2015 Q1	$1.99M	Sell	57,290 -846	-1%	-$30.3K	0.28%	68
2014 Q4	$2.09M	Sell	58,136 -500	-0.9%	-$16.8K	0.31%	66
2014 Q3	$1.78M	Sell	58,636 -1,200	-2%	-$37.5K	0.26%	73
2014 Q2	$1.93M	Hold	59,836	–	–	0.28%	72
2014 Q1	$1.82M	Hold	59,836	–	–	0.29%	71
2013 Q4	$1.67M	Sell	59,836 -1,407	-2%	-$39.7K	0.27%	72
2013 Q3	$1.69M	Sell	61,243 -387	-0.6%	-$11.1K	0.29%	70
2013 Q2	$1.75M	Buy	+61,630	New	+$1.84M	0.31%	71

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

Edgemoor Investment Advisors's XEL Position: Q1 2026 in Review

Edgemoor Investment Advisors reduced its Xcel Energy (XEL) stake by 0.44% in Q1 2026, selling an estimated $11.8K and leaving 34,118 shares worth $2.71M. The position accounts for 0.21% of the portfolio, ranked #68.

Edgemoor Investment Advisors first reported a position in XEL in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.96M in Q1 2022. 1,264 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Edgemoor Investment Advisors held 34,118 shares of Xcel Energy worth $2.71M as of Q1 2026.
Edgemoor Investment Advisors sold 150 Xcel Energy shares in Q1 2026, an estimated $11.8K.
Xcel Energy made up 0.21% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #68 holding.
Edgemoor Investment Advisors first reported a position in Xcel Energy in Q2 2013 and has held it in 52 quarters since.
Edgemoor Investment Advisors's Xcel Energy position peaked at $2.96M in Q1 2022.
1,264 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.