FourThought Financial Partners’s Xcel Energy XEL Stock Holding History

FourThought Financial Partners’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	-2,872	Closed	-$212K	–	548
2025 Q4	$212K	Buy	+2,872	New	+$227K	0.02%	444
2025 Q2	–	Sell	-5,197	Closed	-$368K	–	339
2025 Q1	$368K	Sell	5,197 -397	-7%	-$27K	0.04%	219
2024 Q4	$378K	Buy	+5,594	New	+$375K	0.04%	220
2024 Q2	–	Sell	-13,181	Closed	-$708K	–	327
2024 Q1	$708K	Sell	13,181 -1,231	-9%	-$70.3K	0.08%	164
2023 Q4	$892K	Sell	14,412 -2,615	-15%	-$157K	0.11%	138
2023 Q3	$974K	Sell	17,027 -4,000	-19%	-$240K	0.14%	117
2023 Q2	$1.31M	Sell	21,027 -2,066	-9%	-$138K	0.17%	102
2023 Q1	$1.56M	Buy	23,093 +256	+1%	+$17.3K	0.21%	97
2022 Q4	$1.6M	Buy	+22,837	New	+$1.52M	0.23%	93

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

FourThought Financial Partners's XEL Position: Q1 2026 in Review

FourThought Financial Partners sold out of Xcel Energy (XEL) in Q1 2026, closing a stake of 2,872 shares — an estimated $212K sold.

FourThought Financial Partners first reported a position in XEL in Q4 2022 and held it in 9 quarters. The position peaked at $1.6M in Q4 2022. 1,265 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

FourThought Financial Partners reported no remaining Xcel Energy position as of Q1 2026 after selling out during the quarter.
FourThought Financial Partners sold 2,872 Xcel Energy shares in Q1 2026, an estimated $212K.
FourThought Financial Partners first reported a position in Xcel Energy in Q4 2022 and held it in 9 quarters.
FourThought Financial Partners's Xcel Energy position peaked at $1.6M in Q4 2022.
1,265 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.