Heritage Wealth Advisors’s Xcel Energy XEL Stock Holding History

Heritage Wealth 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	$82.6K	Hold	1,040	–	–	﹤0.01%	272
2025 Q4	$76.8K	Hold	1,040	–	–	﹤0.01%	285
2025 Q3	$83.9K	Hold	1,040	–	–	﹤0.01%	261
2025 Q2	$70.8K	Hold	1,040	–	–	﹤0.01%	274
2025 Q1	$73.6K	Hold	1,040	–	–	﹤0.01%	268
2024 Q4	$70.2K	Buy	1,040 +640	+160%	+$42.9K	﹤0.01%	282
2024 Q3	$26.1K	Hold	400	–	–	﹤0.01%	376
2024 Q2	$21.4K	Hold	400	–	–	﹤0.01%	374
2024 Q1	$21.5K	Hold	400	–	–	﹤0.01%	392
2023 Q4	$24.8K	Buy	+400	New	+$24K	﹤0.01%	391
2021 Q3	–	Sell	-975	Closed	-$64.2K	–	573
2021 Q2	$64.2K	Hold	975	–	–	﹤0.01%	301
2021 Q1	$64.8K	Hold	975	–	–	﹤0.01%	306
2020 Q4	$65K	Buy	+975	New	+$67.9K	﹤0.01%	300

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Advisors's XEL Position: Q1 2026 in Review

Heritage Wealth Advisors held its Xcel Energy (XEL) position steady in Q1 2026 at 1,040 shares worth $82.6K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

Heritage Wealth Advisors first reported a position in XEL in Q4 2020 and has held it in 13 quarters since. The position peaked at $83.9K in Q3 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Heritage Wealth Advisors held 1,040 shares of Xcel Energy worth $82.6K as of Q1 2026.
Heritage Wealth Advisors left its Xcel Energy share count unchanged in Q1 2026.
Xcel Energy made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #272 holding.
Heritage Wealth Advisors first reported a position in Xcel Energy in Q4 2020 and has held it in 13 quarters since.
Heritage Wealth Advisors's Xcel Energy position peaked at $83.9K in Q3 2025.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.