First National Advisers’s Xcel Energy XEL Stock Holding History

First National Advisers’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	$1.62M	Sell	20,445 -11,750	-36%	-$922K	0.24%	101
2025 Q4	$2.38M	Sell	32,195 -2,176	-6%	-$172K	0.33%	85
2025 Q3	$2.77M	Buy	34,371 +31	+0.1%	+$2.24K	0.38%	77
2025 Q2	$2.34M	Buy	34,340 +410	+1%	+$28.4K	0.34%	91
2025 Q1	$2.4M	Buy	33,930 +183	+0.5%	+$12.5K	0.38%	82
2024 Q4	$2.28M	Buy	33,747 +980	+3%	+$65.7K	0.37%	85
2024 Q3	$2.14M	Buy	32,767 +2,859	+10%	+$170K	0.34%	90
2024 Q2	$1.6M	Buy	29,908 +1,308	+5%	+$71.2K	0.29%	104
2024 Q1	$1.62M	Buy	28,600 +6,910	+32%	+$395K	0.36%	91
2023 Q4	$1.34M	Buy	21,690 +4,006	+23%	+$240K	0.39%	82
2023 Q3	$1.01M	Buy	17,684 +11,775	+199%	+$708K	0.45%	78
2023 Q2	$367K	Sell	5,909 -394	-6%	-$26.3K	0.34%	89
2023 Q1	$425K	Buy	6,303 +469	+8%	+$31.6K	0.48%	76
2022 Q4	$409K	Buy	5,834 +692	+13%	+$46K	0.52%	74
2022 Q3	$329K	Buy	5,142 +949	+23%	+$69.1K	0.49%	80
2022 Q2	$297K	Buy	+4,193	New	+$305K	0.62%	70

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

First National Advisers's XEL Position: Q1 2026 in Review

First National Advisers reduced its Xcel Energy (XEL) stake by 36% in Q1 2026, selling an estimated $922K and leaving 20,445 shares worth $1.62M. The position accounts for 0.24% of the portfolio, ranked #101.

First National Advisers first reported a position in XEL in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.77M in Q3 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

First National Advisers held 20,445 shares of Xcel Energy worth $1.62M as of Q1 2026.
First National Advisers sold 11,750 Xcel Energy shares in Q1 2026, an estimated $922K.
Xcel Energy made up 0.24% of First National Advisers's portfolio in Q1 2026, its #101 holding.
First National Advisers first reported a position in Xcel Energy in Q2 2022 and has held it in 16 quarters since.
First National Advisers's Xcel Energy position peaked at $2.77M in Q3 2025.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on First National Advisers's 13F filing for Q1 2026, filed 8 May 2026.