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Great Valley Advisor Group’s Xcel Energy XEL Stock Holding History

Great Valley Advisor Group’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 		$1.57M Buy
19,761
+6,924
+54% +$543K 0.03% 432
2025
Q4 		$948K Buy
12,837
+1,048
+9% +$82.7K 0.02% 489
2025
Q3 		$950K Sell
11,789
-1,010
-8% -$73.1K 0.02% 482
2025
Q2 		$871K Sell
12,799
-6,465
-34% -$448K 0.02% 480
2025
Q1 		$1.36M Buy
19,264
+2,846
+17% +$194K 0.03% 382
2024
Q4 		$1.11M Sell
16,418
-3,564
-18% -$239K 0.02% 424
2024
Q3 		$1.3M Buy
19,982
+383
+2% +$22.7K 0.03% 384
2024
Q2 		$1.05M Buy
19,599
+1,970
+11% +$107K 0.03% 378
2024
Q1 		$948K Buy
17,629
+252
+1% +$14.4K 0.03% 379
2023
Q4 		$1.08M Buy
17,377
+5,209
+43% +$313K 0.04% 329
2023
Q3 		$696K Sell
12,168
-444
-4% -$26.7K 0.03% 377
2023
Q2 		$784K Sell
12,612
-491
-4% -$32.8K 0.03% 348
2023
Q1 		$883K Buy
13,103
+16
+0.1% +$1.08K 0.04% 328
2022
Q4 		$917K Sell
13,087
-603
-4% -$40.1K 0.05% 338
2022
Q3 		$876K Sell
13,690
-16
-0.1% -$1.17K 0.05% 325
2022
Q2 		$970K Buy
13,706
+695
+5% +$50.6K 0.05% 319
2022
Q1 		$937K Buy
13,011
+350
+3% +$24.1K 0.05% 287
2021
Q4 		$855K Sell
12,661
-493
-4% -$32.1K 0.05% 283
2021
Q3 		$822K Sell
13,154
-477
-3% -$32.2K 0.06% 269
2021
Q2 		$898K Buy
13,631
+1,045
+8% +$72.7K 0.07% 253
2021
Q1 		$837K Sell
12,586
-1,208
-9% -$76.4K 0.08% 219
2020
Q4 		$920K Buy
13,794
+1,427
+12% +$99.4K 0.1% 192
2020
Q3 		$853K Buy
12,367
+3,713
+43% +$253K 0.1% 182
2020
Q2 		$541K Buy
8,654
+2,041
+31% +$129K 0.09% 224
2020
Q1 		$399K Buy
6,613
+683
+12% +$44.5K 0.11% 203
2019
Q4 		$377K Buy
5,930
+2,458
+71% +$154K 0.08% 245
2019
Q3 		$225K Buy
+3,472
New +$216K 0.05% 314

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

Great Valley Advisor Group's XEL Position: Q1 2026 in Review

Great Valley Advisor Group increased its Xcel Energy (XEL) stake by 54% in Q1 2026, buying an estimated $543K and bringing the position to 19,761 shares worth $1.57M. The position accounts for 0.03% of the portfolio, ranked #432.

Great Valley Advisor Group first reported a position in XEL in Q3 2019 and has held it in 27 quarters since. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Great Valley Advisor Group held 19,761 shares of Xcel Energy worth $1.57M as of Q1 2026.
  • Great Valley Advisor Group bought 6,924 Xcel Energy shares in Q1 2026, an estimated $543K.
  • Xcel Energy made up 0.03% of Great Valley Advisor Group's portfolio in Q1 2026, its #432 holding.
  • Great Valley Advisor Group first reported a position in Xcel Energy in Q3 2019 and has held it in 27 quarters since.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.