Financial Gravity Asset Management’s Xcel Energy XEL Stock Holding History

Financial Gravity Asset Management’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	$370K	Buy	4,652 +785	+20%	+$61.6K	0.07%	121
2025 Q4	$286K	Sell	3,867 -27	-0.7%	-$2.13K	0.06%	107
2025 Q3	$314K	Buy	+3,894	New	+$282K	0.06%	114
2025 Q1	$329K	Buy	+4,652	New	+$317K	0.07%	120
2024 Q2	–	Sell	-29	Closed	-$1.54K	–	2458
2024 Q1	$1.54K	Buy	29 +21	+263%	+$1.2K	﹤0.01%	1163
2023 Q4	$668	Buy	8 +4	+100%	+$240	﹤0.01%	1100
2023 Q3	$326	Sell	4 -58	-94%	-$3.49K	﹤0.01%	865
2023 Q2	$675	Buy	+62	New	+$4.14K	﹤0.01%	930
2023 Q1	–	Sell	-70	Closed	-$795	–	1694
2022 Q4	$795	Buy	+70	New	+$4.66K	﹤0.01%	708
2022 Q2	–	Sell	-432	Closed	-$350	–	855
2022 Q1	$350	Buy	432 +24	+6%	+$1.65K	0.01%	475
2021 Q4	$329	Buy	408 +403	+8,060%	+$26.3K	0.01%	556
2021 Q3	$63K	Hold	5	–	–	0.03%	481
2021 Q2	$66K	Sell	5 -8	-62%	-$557	0.02%	482
2021 Q1	$851	Hold	13	–	–	0.02%	332
2020 Q4	$1K	Buy	+13	New	+$906	﹤0.01%	464
2020 Q2	–	Sell	-111	Closed	-$6.71K	–	940
2020 Q1	$6.71K	Sell	111 -71	-39%	-$4.63K	0.02%	297
2019 Q4	$63K	Sell	182 -44	-19%	-$2.75K	0.04%	522
2019 Q3	$15K	Buy	226 +170	+304%	+$10.6K	0.01%	525
2019 Q2	$3K	Buy	+56	New	+$3.22K	﹤0.01%	845

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

Financial Gravity Asset Management's XEL Position: Q1 2026 in Review

Financial Gravity Asset Management increased its Xcel Energy (XEL) stake by 20% in Q1 2026, buying an estimated $61.6K and bringing the position to 4,652 shares worth $370K. The position accounts for 0.07% of the portfolio, ranked #121.

Financial Gravity Asset Management first reported a position in XEL in Q2 2019 and has held it in 19 quarters since. 1,271 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Financial Gravity Asset Management held 4,652 shares of Xcel Energy worth $370K as of Q1 2026.
Financial Gravity Asset Management bought 785 Xcel Energy shares in Q1 2026, an estimated $61.6K.
Xcel Energy made up 0.07% of Financial Gravity Asset Management's portfolio in Q1 2026, its #121 holding.
Financial Gravity Asset Management first reported a position in Xcel Energy in Q2 2019 and has held it in 19 quarters since.
1,271 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.