Financial Advisors Network’s Xcel Energy XEL Stock Holding History

Financial Advisors Network’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	$427K	Buy	5,378 +525	+11%	+$41.2K	0.06%	129
2025 Q4	$358K	Buy	4,853 +137	+3%	+$10.8K	0.05%	137
2025 Q3	$380K	Buy	4,716 +164	+4%	+$11.9K	0.05%	127
2025 Q2	$310K	Buy	4,552 +446	+11%	+$30.9K	0.05%	145
2025 Q1	$291K	Sell	4,106 -93	-2%	-$6.33K	0.05%	145
2024 Q4	$284K	Buy	+4,199	New	+$282K	0.05%	153
2022 Q4	$261K	Buy	+3,724	New	+$248K	0.07%	105
2017 Q1	–	Sell	-1,351	Closed	-$55K	–	461
2016 Q4	$55K	Buy	+1,351	New	+$54K	0.05%	128

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

Financial Advisors Network's XEL Position: Q1 2026 in Review

Financial Advisors Network increased its Xcel Energy (XEL) stake by 11% in Q1 2026, buying an estimated $41.2K and bringing the position to 5,378 shares worth $427K. The position accounts for 0.06% of the portfolio, ranked #129.

Financial Advisors Network first reported a position in XEL in Q4 2016 and has held it in 8 quarters since. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Financial Advisors Network held 5,378 shares of Xcel Energy worth $427K as of Q1 2026.
Financial Advisors Network bought 525 Xcel Energy shares in Q1 2026, an estimated $41.2K.
Xcel Energy made up 0.06% of Financial Advisors Network's portfolio in Q1 2026, its #129 holding.
Financial Advisors Network first reported a position in Xcel Energy in Q4 2016 and has held it in 8 quarters since.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Financial Advisors Network's 13F filing for Q1 2026, filed 15 May 2026.