Heritage Wealth Management (Ohio)’s Xcel Energy XEL Stock Holding History

Heritage Wealth Management (Ohio)’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	$831K	Sell	10,466 -457	-4%	-$35.8K	0.41%	67
2025 Q4	$807K	Buy	10,923 +24	+0.2%	+$1.89K	0.22%	110
2025 Q3	$879K	Buy	10,899 +45	+0.4%	+$3.25K	0.26%	98
2025 Q2	$739K	Sell	10,854 -276	-2%	-$19.1K	0.24%	103
2025 Q1	$788K	Buy	11,130 +45	+0.4%	+$3.06K	0.27%	98
2024 Q4	$748K	Sell	11,085 -79	-0.7%	-$5.3K	0.25%	104
2024 Q3	$729K	Buy	11,164 +53	+0.5%	+$3.14K	0.24%	107
2024 Q2	$585K	Buy	+11,111	New	+$604K	0.2%	119

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 Management (Ohio)'s XEL Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) reduced its Xcel Energy (XEL) stake by 4.2% in Q1 2026, selling an estimated $35.8K and leaving 10,466 shares worth $831K. The position accounts for 0.41% of the portfolio, ranked #67.

Heritage Wealth Management (Ohio) first reported a position in XEL in Q2 2024 and has held it in 8 quarters since. The position peaked at $879K in Q3 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Heritage Wealth Management (Ohio) held 10,466 shares of Xcel Energy worth $831K as of Q1 2026.
Heritage Wealth Management (Ohio) sold 457 Xcel Energy shares in Q1 2026, an estimated $35.8K.
Xcel Energy made up 0.41% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #67 holding.
Heritage Wealth Management (Ohio) first reported a position in Xcel Energy in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s Xcel Energy position peaked at $879K in Q3 2025.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.