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Genesis Private Wealth’s Xcel Energy XEL Stock Holding History

Genesis Private Wealth’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
-3,022
Closed -$223K – 198
2025
Q4 		$223K Sell
3,022
-303
-9% -$23.9K 0.07% 162
2025
Q3 		$268K Sell
3,325
-38
-1% -$2.75K 0.11% 108
2025
Q2 		$229K Buy
3,363
+4
+0.1% +$277 0.11% 134
2025
Q1 		$238K Sell
3,359
-74
-2% -$5.04K 0.13% 113
2024
Q4 		$232K Buy
+3,433
New +$230K 0.13% 113

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

Genesis Private Wealth's XEL Position: Q1 2026 in Review

Genesis Private Wealth sold out of Xcel Energy (XEL) in Q1 2026, closing a stake of 3,022 shares — an estimated $223K sold.

Genesis Private Wealth first reported a position in XEL in Q4 2024 and held it in 5 quarters. The position peaked at $268K in Q3 2025. 1,264 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Genesis Private Wealth reported no remaining Xcel Energy position as of Q1 2026 after selling out during the quarter.
  • Genesis Private Wealth sold 3,022 Xcel Energy shares in Q1 2026, an estimated $223K.
  • Genesis Private Wealth first reported a position in Xcel Energy in Q4 2024 and held it in 5 quarters.
  • Genesis Private Wealth's Xcel Energy position peaked at $268K in Q3 2025.
  • 1,264 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Genesis Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.