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HFM Investment Advisors’s Xcel Energy XEL Stock Holding History

HFM Investment 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 		$953 Hold
12
– – ﹤0.01% 422
2025
Q4 		$887 Hold
12
– – ﹤0.01% 497
2025
Q3 		$968 Hold
12
– – ﹤0.01% 391
2025
Q2 		$817 Buy
12
+8
+200% +$555 ﹤0.01% 454
2025
Q1 		$284 Buy
+4
New +$272 ﹤0.01% 497

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

HFM Investment Advisors's XEL Position: Q1 2026 in Review

HFM Investment Advisors held its Xcel Energy (XEL) position steady in Q1 2026 at 12 shares worth $953. The position accounts for ﹤0.01% of the portfolio, ranked #422.

HFM Investment Advisors first reported a position in XEL in Q1 2025 and has held it in 5 quarters since. The position peaked at $968 in Q3 2025. 1,264 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • HFM Investment Advisors held 12 shares of Xcel Energy worth $953 as of Q1 2026.
  • HFM Investment Advisors left its Xcel Energy share count unchanged in Q1 2026.
  • Xcel Energy made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #422 holding.
  • HFM Investment Advisors first reported a position in Xcel Energy in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Xcel Energy position peaked at $968 in Q3 2025.
  • 1,264 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.