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Geneos Wealth Management’s Xcel Energy XEL Stock Holding History

Geneos Wealth Management’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 		$3.24M Buy
40,829
+13,092
+47% +$1.03M 0.08% 280
2025
Q4 		$2.05M Sell
27,737
-12,653
-31% -$998K 0.05% 350
2025
Q3 		$3.26M Sell
40,390
-2,080
-5% -$150K 0.08% 268
2025
Q2 		$2.89M Sell
42,470
-20,414
-32% -$1.42M 0.07% 303
2025
Q1 		$4.69M Buy
62,884
+40,785
+185% +$2.78M 0.07% 314
2024
Q4 		$1.49M Buy
22,099
+290
+1% +$19.5K 0.05% 338
2024
Q3 		$1.42M Buy
21,809
+940
+5% +$55.8K 0.05% 336
2024
Q2 		$1.11M Buy
20,869
+185
+0.9% +$10.1K 0.05% 342
2024
Q1 		$1.11M Buy
20,684
+104
+0.5% +$5.94K 0.05% 332
2023
Q4 		$1.27M Buy
20,580
+182
+0.9% +$10.9K 0.06% 291
2023
Q3 		$1.17M Buy
20,398
+1,412
+7% +$84.9K 0.06% 293
2023
Q2 		$1.18M Buy
18,986
+16,235
+590% +$1.08M 0.06% 288
2023
Q1 		$186K Sell
2,751
-10,808
-80% -$729K 0.01% 669
2022
Q4 		$951K Buy
13,559
+82
+0.6% +$5.46K 0.06% 283
2022
Q3 		$862K Sell
13,477
-15,634
-54% -$1.14M 0.06% 277
2022
Q2 		$2.11M Buy
29,111
+8,636
+42% +$628K 0.1% 206
2022
Q1 		$1.48M Sell
20,475
-766
-4% -$52.6K 0.06% 268
2021
Q4 		$1.44M Sell
21,241
-868
-4% -$56.6K 0.05% 308
2021
Q3 		$1.38M Buy
22,109
+637
+3% +$43K 0.05% 311
2021
Q2 		$1.43M Sell
21,472
-737
-3% -$51.3K 0.06% 288
2021
Q1 		$1.58M Sell
22,209
-703
-3% -$44.4K 0.04% 324
2020
Q4 		$1.43M Buy
22,912
+393
+2% +$27.4K 0.06% 282
2020
Q3 		$1.54M Sell
22,519
-134
-0.6% -$9.14K 0.08% 235
2020
Q2 		$1.41M Sell
22,653
-1,342
-6% -$84.6K 0.08% 236
2020
Q1 		$1.41M Buy
23,995
+1,655
+7% +$108K 0.09% 216
2019
Q4 		$1.41M Sell
22,340
-566
-2% -$35.4K 0.08% 252
2019
Q3 		$1.5M Sell
22,906
-756
-3% -$47.1K 0.09% 220
2019
Q2 		$1.41M Sell
23,662
-2,675
-10% -$154K 0.09% 220
2019
Q1 		$1.48M Sell
26,337
-1,828
-6% -$97.2K 0.1% 211
2018
Q4 		$1.39M Buy
28,165
+26
+0.1% +$1.3K 0.1% 202
2018
Q3 		$1.33M Buy
28,139
+1,462
+5% +$69K 0.09% 221
2018
Q2 		$1.22M Buy
26,677
+974
+4% +$43.6K 0.09% 196
2018
Q1 		$1.17M Sell
25,703
-670
-3% -$29.9K 0.1% 192
2017
Q4 		$1.27M Sell
26,373
-1,216
-4% -$60.3K 0.11% 180
2017
Q3 		$1.3M Buy
27,589
+1,196
+5% +$57.4K 0.13% 165
2017
Q2 		$1.21M Buy
26,393
+674
+3% +$31K 0.12% 160
2017
Q1 		$1.14M Buy
25,719
+115
+0.4% +$4.87K 0.12% 160
2016
Q4 		$1.04M Buy
25,604
+557
+2% +$22.3K 0.14% 156
2016
Q3 		$1.03M Buy
25,047
+849
+4% +$36.3K 0.14% 159
2016
Q2 		$1.08M Sell
24,198
-3,044
-11% -$126K 0.16% 143
2016
Q1 		$1.14M Buy
+27,242
New +$1.06M 0.17% 134

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

Geneos Wealth Management's XEL Position: Q1 2026 in Review

Geneos Wealth Management increased its Xcel Energy (XEL) stake by 47% in Q1 2026, buying an estimated $1.03M and bringing the position to 40,829 shares worth $3.24M. The position accounts for 0.08% of the portfolio, ranked #280.

Geneos Wealth Management first reported a position in XEL in Q1 2016 and has held it in 41 quarters since. The position peaked at $4.69M in Q1 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Geneos Wealth Management held 40,829 shares of Xcel Energy worth $3.24M as of Q1 2026.
  • Geneos Wealth Management bought 13,092 Xcel Energy shares in Q1 2026, an estimated $1.03M.
  • Xcel Energy made up 0.08% of Geneos Wealth Management's portfolio in Q1 2026, its #280 holding.
  • Geneos Wealth Management first reported a position in Xcel Energy in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Xcel Energy position peaked at $4.69M in Q1 2025.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.