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Frank Rimerman Advisors’s Xcel Energy XEL Stock Holding History

Frank Rimerman 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 		$353K Sell
4,441
-666
-13% -$52.2K 0.02% 457
2025
Q4 		$377K Buy
5,107
+739
+17% +$58.3K 0.02% 446
2025
Q3 		$352K Buy
+4,368
New +$316K 0.02% 444
2025
Q1 		– Sell
-3,016
Closed -$204K – 558
2024
Q4 		$204K Buy
+3,016
New +$202K 0.01% 503

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

Frank Rimerman Advisors's XEL Position: Q1 2026 in Review

Frank Rimerman Advisors reduced its Xcel Energy (XEL) stake by 13% in Q1 2026, selling an estimated $52.2K and leaving 4,441 shares worth $353K. The position accounts for 0.02% of the portfolio, ranked #457.

Frank Rimerman Advisors first reported a position in XEL in Q4 2024 and has held it in 4 quarters since. The position peaked at $377K in Q4 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Frank Rimerman Advisors held 4,441 shares of Xcel Energy worth $353K as of Q1 2026.
  • Frank Rimerman Advisors sold 666 Xcel Energy shares in Q1 2026, an estimated $52.2K.
  • Xcel Energy made up 0.02% of Frank Rimerman Advisors's portfolio in Q1 2026, its #457 holding.
  • Frank Rimerman Advisors first reported a position in Xcel Energy in Q4 2024 and has held it in 4 quarters since.
  • Frank Rimerman Advisors's Xcel Energy position peaked at $377K in Q4 2025.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.