Emerald Advisors’s Xcel Energy XEL Stock Holding History

Emerald 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	$906K	Buy	11,405 +39	+0.3%	+$3.06K	0.11%	59
2025 Q4	$839K	Hold	11,366	–	–	0.11%	58
2025 Q3	$917K	Hold	11,366	–	–	0.12%	51
2025 Q2	$774K	Hold	11,366	–	–	0.1%	57
2025 Q1	$805K	Hold	11,366	–	–	0.11%	45
2024 Q4	$767K	Hold	11,366	–	–	0.11%	49
2024 Q3	$728K	Hold	11,366	–	–	0.11%	49
2024 Q2	$607K	Hold	11,366	–	–	0.09%	53
2024 Q1	$611K	Hold	11,366	–	–	0.11%	53
2023 Q4	$704K	Hold	11,366	–	–	0.13%	39
2023 Q3	$650K	Hold	11,366	–	–	0.15%	40
2023 Q2	$707K	Hold	11,366	–	–	0.17%	33
2023 Q1	$767K	Hold	11,366	–	–	0.2%	26
2022 Q4	$797K	Hold	11,366	–	–	0.22%	28
2022 Q3	$727K	Hold	11,366	–	–	0.21%	29
2022 Q2	$804K	Buy	11,366 +2,136	+23%	+$155K	0.22%	30
2022 Q1	$666K	Hold	9,230	–	–	0.16%	40
2021 Q4	$625K	Sell	9,230 -13	-0.1%	-$847	0.15%	42
2021 Q3	$578K	Buy	9,243 +13	+0.1%	+$878	0.16%	47
2021 Q2	$608K	Buy	9,230 +2,125	+30%	+$148K	0.19%	41
2021 Q1	$473K	Hold	7,105	–	–	0.17%	44
2020 Q4	$474K	Hold	7,105	–	–	0.16%	45
2020 Q3	$490K	Hold	7,105	–	–	0.19%	41
2020 Q2	$444K	Buy	7,105 +2,484	+54%	+$157K	0.2%	41
2020 Q1	$279K	Hold	4,621	–	–	0.13%	54
2019 Q4	$309K	Buy	+4,621	New	+$289K	0.29%	66

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

Emerald Advisors's XEL Position: Q1 2026 in Review

Emerald Advisors increased its Xcel Energy (XEL) stake by 0.34% in Q1 2026, buying an estimated $3.06K and bringing the position to 11,405 shares worth $906K. The position accounts for 0.11% of the portfolio, ranked #59.

Emerald Advisors first reported a position in XEL in Q4 2019 and has held it in 26 quarters since. The position peaked at $917K in Q3 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Emerald Advisors held 11,405 shares of Xcel Energy worth $906K as of Q1 2026.
Emerald Advisors bought 39 Xcel Energy shares in Q1 2026, an estimated $3.06K.
Xcel Energy made up 0.11% of Emerald Advisors's portfolio in Q1 2026, its #59 holding.
Emerald Advisors first reported a position in Xcel Energy in Q4 2019 and has held it in 26 quarters since.
Emerald Advisors's Xcel Energy position peaked at $917K in Q3 2025.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Emerald Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.