Exencial Wealth Advisors’s Xcel Energy XEL Stock Holding History

Exencial 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	$201K	Sell	2,531 -711	-22%	-$55.8K	0.01%	553
2025 Q4	$239K	Hold	3,242	–	–	0.01%	508
2025 Q3	$261K	Buy	+3,242	New	+$235K	0.01%	470
2015 Q2	–	Sell	-6,417	Closed	-$220K	–	146
2015 Q1	$220K	Sell	6,417 -1,037	-14%	-$37.1K	0.09%	140
2014 Q4	$270K	Hold	7,454	–	–	0.12%	127
2014 Q3	$227K	Buy	7,454 +5	+0.1%	+$156	0.1%	139
2014 Q2	$236K	Buy	7,449 +4	+0.1%	+$124	0.1%	134
2014 Q1	$235K	Hold	7,445	–	–	0.1%	137
2013 Q4	$213K	Buy	7,445 +4	+0.1%	+$113	0.1%	129
2013 Q3	$214K	Buy	7,441 +5	+0.1%	+$143	0.1%	130
2013 Q2	$216K	Buy	+7,436	New	+$222K	0.11%	130

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 $3.37T AUM 44.26% 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

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

Exencial Wealth Advisors reduced its Xcel Energy (XEL) stake by 22% in Q1 2026, selling an estimated $55.8K and leaving 2,531 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #553.

Exencial Wealth Advisors first reported a position in XEL in Q2 2013 and has held it in 11 quarters since. The position peaked at $270K in Q4 2014. 1,271 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Exencial Wealth Advisors held 2,531 shares of Xcel Energy worth $201K as of Q1 2026.
Exencial Wealth Advisors sold 711 Xcel Energy shares in Q1 2026, an estimated $55.8K.
Xcel Energy made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #553 holding.
Exencial Wealth Advisors first reported a position in Xcel Energy in Q2 2013 and has held it in 11 quarters since.
Exencial Wealth Advisors's Xcel Energy position peaked at $270K in Q4 2014.
1,271 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.