High Note Wealth’s Xcel Energy XEL Stock Holding History

High Note Wealth’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	$209K	Buy	2,627 +6	+0.2%	+$471	0.04%	107
2025 Q4	$194K	Sell	2,621 -75	-3%	-$5.92K	0.04%	109
2025 Q3	$217K	Buy	2,696 +2	+0.1%	+$145	0.04%	99
2025 Q2	$183K	Hold	2,694	–	–	0.04%	110
2025 Q1	$191K	Hold	2,694	–	–	0.05%	98
2024 Q4	$182K	Buy	+2,694	New	+$181K	0.05%	102
2023 Q1	–	Sell	-2,935	Closed	-$206K	–	98
2022 Q4	$206K	Buy	+2,935	New	+$195K	0.09%	91

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

High Note Wealth's XEL Position: Q1 2026 in Review

High Note Wealth increased its Xcel Energy (XEL) stake by 0.23% in Q1 2026, buying an estimated $471 and bringing the position to 2,627 shares worth $209K. The position accounts for 0.04% of the portfolio, ranked #107.

High Note Wealth first reported a position in XEL in Q4 2022 and has held it in 7 quarters since. The position peaked at $217K in Q3 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

High Note Wealth held 2,627 shares of Xcel Energy worth $209K as of Q1 2026.
High Note Wealth bought 6 Xcel Energy shares in Q1 2026, an estimated $471.
Xcel Energy made up 0.04% of High Note Wealth's portfolio in Q1 2026, its #107 holding.
High Note Wealth first reported a position in Xcel Energy in Q4 2022 and has held it in 7 quarters since.
High Note Wealth's Xcel Energy position peaked at $217K in Q3 2025.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.