EWA
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EverSource Wealth Advisors’s Xcel Energy XEL Stock Holding History

EverSource Wealth 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 		$981K Buy
12,354
+469
+4% +$36.8K 0.03% 384
2025
Q4 		$878K Buy
11,885
+495
+4% +$39K 0.03% 375
2025
Q3 		$919K Sell
11,390
-85
-0.7% -$6.15K 0.04% 331
2025
Q2 		$781K Buy
11,475
+1,363
+13% +$94.5K 0.04% 334
2025
Q1 		$716K Buy
10,112
+870
+9% +$59.2K 0.04% 311
2024
Q4 		$624K Buy
9,242
+160
+2% +$10.7K 0.04% 324
2024
Q3 		$593K Buy
9,082
+95
+1% +$5.63K 0.04% 297
2024
Q2 		$524K Buy
8,987
+2,748
+44% +$149K 0.03% 302
2024
Q1 		$335K Buy
6,239
+4
+0.1% +$228 0.03% 354
2023
Q4 		$386K Buy
6,235
+5,602
+885% +$336K 0.04% 288
2023
Q3 		$36.2K Buy
633
+35
+6% +$2.1K ﹤0.01% 932
2023
Q2 		$37.2K Sell
598
-170
-22% -$11.3K ﹤0.01% 948
2023
Q1 		$51.8K Sell
768
-178
-19% -$12K 0.01% 785
2022
Q4 		$66.3K Buy
946
+206
+28% +$13.7K 0.01% 638
2022
Q3 		$48K Buy
740
+250
+51% +$18.2K 0.01% 652
2022
Q2 		$35K Sell
490
-77
-14% -$5.6K 0.01% 692
2022
Q1 		$41K Buy
567
+239
+73% +$16.4K 0.01% 504
2021
Q4 		$22K Buy
+328
New +$21.4K 0.01% 648

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EverSource Wealth Advisors's XEL Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Xcel Energy (XEL) stake by 3.9% in Q1 2026, buying an estimated $36.8K and bringing the position to 12,354 shares worth $981K. The position accounts for 0.03% of the portfolio, ranked #384.

EverSource Wealth Advisors first reported a position in XEL in Q4 2021 and has held it in 18 quarters since. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • EverSource Wealth Advisors held 12,354 shares of Xcel Energy worth $981K as of Q1 2026.
  • EverSource Wealth Advisors bought 469 Xcel Energy shares in Q1 2026, an estimated $36.8K.
  • Xcel Energy made up 0.03% of EverSource Wealth Advisors's portfolio in Q1 2026, its #384 holding.
  • EverSource Wealth Advisors first reported a position in Xcel Energy in Q4 2021 and has held it in 18 quarters since.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.