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Flagship Wealth Advisors’s Xcel Energy XEL Stock Holding History

Flagship Wealth 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 		$38.6K Sell
567
-700
-55% -$54.9K 0.02% 212
2025
Q4 		$93.6K Hold
1,267
– – 0.03% 171
2025
Q3 		$102K Hold
1,267
– – 0.03% 165
2025
Q2 		$86.3K Hold
1,267
– – 0.03% 167
2025
Q1 		$89.7K Hold
1,267
– – 0.04% 159
2024
Q4 		$85.5K Buy
+1,267
New +$85K 0.05% 149

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

Flagship Wealth Advisors's XEL Position: Q1 2026 in Review

Flagship Wealth Advisors reduced its Xcel Energy (XEL) stake by 55% in Q1 2026, selling an estimated $54.9K and leaving 567 shares worth $38.6K. The position accounts for 0.02% of the portfolio, ranked #212.

Flagship Wealth Advisors first reported a position in XEL in Q4 2024 and has held it in 6 quarters since. The position peaked at $102K in Q3 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Flagship Wealth Advisors held 567 shares of Xcel Energy worth $38.6K as of Q1 2026.
  • Flagship Wealth Advisors sold 700 Xcel Energy shares in Q1 2026, an estimated $54.9K.
  • Xcel Energy made up 0.02% of Flagship Wealth Advisors's portfolio in Q1 2026, its #212 holding.
  • Flagship Wealth Advisors first reported a position in Xcel Energy in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's Xcel Energy position peaked at $102K in Q3 2025.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.