Financial Engines Advisors
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Financial Engines Advisors’s Xcel Energy XEL Stock Holding History

Financial Engines 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 		– Sell
-6,127
Closed -$453K – 566
2025
Q4 		$453K Buy
6,127
+1,167
+24% +$92K ﹤0.01% 411
2025
Q3 		$400K Buy
+4,960
New +$359K ﹤0.01% 424
2024
Q1 		– Sell
-4,009
Closed -$250K – 364
2023
Q4 		$250K Buy
+4,009
New +$241K ﹤0.01% 288

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Financial Engines Advisors sold out of Xcel Energy (XEL) in Q1 2026, closing a stake of 6,127 shares — an estimated $453K sold.

Financial Engines Advisors first reported a position in XEL in Q4 2023 and held it in 3 quarters. The position peaked at $453K in Q4 2025. 1,271 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Financial Engines Advisors reported no remaining Xcel Energy position as of Q1 2026 after selling out during the quarter.
  • Financial Engines Advisors sold 6,127 Xcel Energy shares in Q1 2026, an estimated $453K.
  • Financial Engines Advisors first reported a position in Xcel Energy in Q4 2023 and held it in 3 quarters.
  • Financial Engines Advisors's Xcel Energy position peaked at $453K in Q4 2025.
  • 1,271 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

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