Estate Planners Group’s Xcel Energy XEL Stock Holding History

Estate Planners Group’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	–	Sell	-158	Closed	-$11.7K	–	424
2025 Q4	$11.7K	Buy	+158	New	+$12.5K	0.01%	265

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Estate Planners Group's XEL Position: Q1 2026 in Review

Estate Planners Group sold out of Xcel Energy (XEL) in Q1 2026, closing a stake of 158 shares — an estimated $11.7K sold.

Estate Planners Group first reported a position in XEL in Q4 2025 and held it in 1 quarter. The position peaked at $11.7K in Q4 2025. 1,275 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Estate Planners Group reported no remaining Xcel Energy position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 158 Xcel Energy shares in Q1 2026, an estimated $11.7K.
Estate Planners Group first reported a position in Xcel Energy in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Xcel Energy position peaked at $11.7K in Q4 2025.
1,275 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.