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Hazlett, Burt & Watson’s Xcel Energy XEL Stock Holding History

Hazlett, Burt & Watson’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
-19
Closed -$1K – 961
2025
Q4 		$1K Buy
+19
New +$1.5K ﹤0.01% 906
2024
Q3 		– Sell
-68
Closed -$4K – 756
2024
Q2 		$4K Buy
+68
New +$3.7K ﹤0.01% 618
2023
Q4 		– Sell
-34
Closed -$2K – 735
2023
Q3 		$2K Buy
+34
New +$2.04K ﹤0.01% 658

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hazlett, Burt & Watson's XEL Position: Q1 2026 in Review

Hazlett, Burt & Watson sold out of Xcel Energy (XEL) in Q1 2026, closing a stake of 19 shares — an estimated $1K sold.

Hazlett, Burt & Watson first reported a position in XEL in Q3 2023 and held it in 3 quarters. The position peaked at $4K in Q2 2024. 1,274 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Hazlett, Burt & Watson reported no remaining Xcel Energy position as of Q1 2026 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 19 Xcel Energy shares in Q1 2026, an estimated $1K.
  • Hazlett, Burt & Watson first reported a position in Xcel Energy in Q3 2023 and held it in 3 quarters.
  • Hazlett, Burt & Watson's Xcel Energy position peaked at $4K in Q2 2024.
  • 1,274 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.