Enhancing Capital’s Xcel Energy XEL Stock Holding History

Enhancing Capital’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	$1.23M	Hold	15,500	–	–	0.91%	35
2025 Q4	$1.14M	Hold	15,500	–	–	0.82%	35
2025 Q3	$1.25M	Hold	15,500	–	–	0.91%	34
2025 Q2	$1.06M	Hold	15,500	–	–	0.8%	37
2025 Q1	$1.1M	Hold	15,500	–	–	0.88%	36
2024 Q4	$1.05M	Buy	+15,500	New	+$1.04M	0.83%	39
2022 Q3	$928K	Hold	15,500	–	–	1.15%	33
2022 Q2	$1.1M	Hold	15,500	–	–	1.31%	25
2022 Q1	$1.12M	Hold	15,500	–	–	1.2%	29
2021 Q4	$1.05M	Buy	+15,500	New	+$1.01M	1.14%	30

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

Enhancing Capital's XEL Position: Q1 2026 in Review

Enhancing Capital held its Xcel Energy (XEL) position steady in Q1 2026 at 15,500 shares worth $1.23M. The position accounts for 0.91% of the portfolio, ranked #35.

Enhancing Capital first reported a position in XEL in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.25M in Q3 2025. 1,264 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Enhancing Capital held 15,500 shares of Xcel Energy worth $1.23M as of Q1 2026.
Enhancing Capital left its Xcel Energy share count unchanged in Q1 2026.
Xcel Energy made up 0.91% of Enhancing Capital's portfolio in Q1 2026, its #35 holding.
Enhancing Capital first reported a position in Xcel Energy in Q4 2021 and has held it in 10 quarters since.
Enhancing Capital's Xcel Energy position peaked at $1.25M in Q3 2025.
1,264 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Enhancing Capital's 13F filing for Q1 2026, filed 8 May 2026.