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First Foundation Advisors’s Xcel Energy XEL Stock Holding History

First Foundation 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
-6,250
Closed -$462K – 354
2025
Q4 		$462K Hold
6,250
– – 0.02% 241
2025
Q3 		$504K Sell
6,250
-409
-6% -$29.6K 0.02% 230
2025
Q2 		$453K Sell
6,659
-3,352
-33% -$232K 0.02% 245
2025
Q1 		$709K Hold
10,011
– – 0.03% 197
2024
Q4 		$676K Sell
10,011
-850
-8% -$57K 0.03% 203
2024
Q3 		$709K Sell
10,861
-324
-3% -$19.2K 0.03% 197
2024
Q2 		$597K Buy
11,185
+3,450
+45% +$188K 0.02% 209
2024
Q1 		$416K Hold
7,735
– – 0.02% 244
2023
Q4 		$479K Sell
7,735
-9,989
-56% -$599K 0.02% 235
2023
Q3 		$1.01M Buy
17,724
+311
+2% +$18.7K 0.05% 176
2023
Q2 		$1.08M Buy
17,413
+643
+4% +$42.9K 0.05% 171
2023
Q1 		$1.13M Buy
16,770
+104
+0.6% +$7.02K 0.05% 165
2022
Q4 		$1.17M Buy
16,666
+974
+6% +$64.8K 0.06% 169
2022
Q3 		$1M Buy
15,692
+552
+4% +$40.2K 0.05% 169
2022
Q2 		$1.07M Buy
+15,140
New +$1.1M 0.05% 173

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

First Foundation Advisors's XEL Position: Q1 2026 in Review

First Foundation Advisors sold out of Xcel Energy (XEL) in Q1 2026, closing a stake of 6,250 shares — an estimated $462K sold.

First Foundation Advisors first reported a position in XEL in Q2 2022 and held it in 15 quarters. The position peaked at $1.17M in Q4 2022. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • First Foundation Advisors reported no remaining Xcel Energy position as of Q1 2026 after selling out during the quarter.
  • First Foundation Advisors sold 6,250 Xcel Energy shares in Q1 2026, an estimated $462K.
  • First Foundation Advisors first reported a position in Xcel Energy in Q2 2022 and held it in 15 quarters.
  • First Foundation Advisors's Xcel Energy position peaked at $1.17M in Q4 2022.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.