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Financial Consulate’s Xcel Energy XEL Stock Holding History

Financial Consulate’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 		$78.6K Buy
990
+8
+0.8% +$627 0.01% 246
2025
Q4 		$72.6K Buy
982
+153
+18% +$12.1K 0.01% 276
2025
Q3 		$66.8K Buy
+829
New +$60K 0.01% 283

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

Financial Consulate's XEL Position: Q1 2026 in Review

Financial Consulate increased its Xcel Energy (XEL) stake by 0.81% in Q1 2026, buying an estimated $627 and bringing the position to 990 shares worth $78.6K. The position accounts for 0.01% of the portfolio, ranked #246.

Financial Consulate first reported a position in XEL in Q3 2025 and has held it in 3 quarters since. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Financial Consulate held 990 shares of Xcel Energy worth $78.6K as of Q1 2026.
  • Financial Consulate bought 8 Xcel Energy shares in Q1 2026, an estimated $627.
  • Xcel Energy made up 0.01% of Financial Consulate's portfolio in Q1 2026, its #246 holding.
  • Financial Consulate first reported a position in Xcel Energy in Q3 2025 and has held it in 3 quarters since.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.