Howe & Rusling’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $289K | Buy |
3,641
+6
| +0.2% | +$471 | 0.02% | 244 |
|
|
2025
Q4 | $268K | Buy |
3,635
+286
| +9% | +$22.6K | 0.02% | 259 |
|
|
2025
Q3 | $270K | Buy |
3,349
+12
| +0.4% | +$868 | 0.02% | 248 |
|
|
2025
Q2 | $227K | Buy |
3,337
+1
| +0% | +$69 | 0.02% | 267 |
|
|
2025
Q1 | $236K | Hold |
3,336
| – | – | 0.02% | 243 |
|
|
2024
Q4 | $225K | Hold |
3,336
| – | – | 0.02% | 242 |
|
|
2024
Q3 | $218K | Buy |
+3,336
| New | +$198K | 0.02% | 239 |
|
|
2024
Q1 | – | Sell |
-3,336
| Closed | -$207K | – | 422 |
|
|
2023
Q4 | $207K | Buy |
+3,336
| New | +$200K | 0.02% | 227 |
|
|
2023
Q3 | – | Sell |
-3,336
| Closed | -$207K | – | 345 |
|
|
2023
Q2 | $207K | Hold |
3,336
| – | – | 0.02% | 218 |
|
|
2023
Q1 | $225K | Sell |
3,336
-1,011
| -23% | -$68.2K | 0.03% | 200 |
|
|
2022
Q4 | $305K | Hold |
4,347
| – | – | 0.04% | 166 |
|
|
2022
Q3 | $278K | Hold |
4,347
| – | – | 0.04% | 168 |
|
|
2022
Q2 | $308K | Buy |
4,347
+3,222
| +286% | +$234K | 0.04% | 155 |
|
|
2022
Q1 | $81K | Sell |
1,125
-78
| -6% | -$5.36K | 0.01% | 274 |
|
|
2021
Q4 | $81K | Buy |
1,203
+208
| +21% | +$13.6K | 0.01% | 271 |
|
|
2021
Q3 | $62K | Hold |
995
| – | – | 0.01% | 290 |
|
|
2021
Q2 | $66K | Hold |
995
| – | – | 0.01% | 275 |
|
|
2021
Q1 | $66K | Hold |
995
| – | – | 0.01% | 272 |
|
|
2020
Q4 | $66K | Hold |
995
| – | – | 0.01% | 260 |
|
|
2020
Q3 | $69K | Hold |
995
| – | – | 0.01% | 237 |
|
|
2020
Q2 | $62K | Sell |
995
-66
| -6% | -$4.16K | 0.01% | 233 |
|
|
2020
Q1 | $64K | Sell |
1,061
-1
| -0.1% | -$65 | 0.01% | 233 |
|
|
2019
Q4 | $67K | Sell |
1,062
-1,731
| -62% | -$108K | 0.01% | 264 |
|
|
2019
Q3 | $181K | Hold |
2,793
| – | – | 0.03% | 199 |
|
|
2019
Q2 | $166K | Sell |
2,793
-26
| -0.9% | -$1.5K | 0.03% | 208 |
|
|
2019
Q1 | $158K | Buy |
2,819
+1,731
| +159% | +$92.1K | 0.03% | 200 |
|
|
2018
Q4 | $54K | Sell |
1,088
-12
| -1% | -$602 | 0.01% | 253 |
|
|
2018
Q3 | $52K | Sell |
1,100
-218
| -17% | -$10.3K | 0.01% | 266 |
|
|
2018
Q2 | $60K | Buy |
1,318
+220
| +20% | +$9.85K | 0.01% | 238 |
|
|
2018
Q1 | $50K | Buy |
1,098
+729
| +198% | +$32.5K | 0.01% | 277 |
|
|
2017
Q4 | $18K | Buy |
369
+27
| +8% | +$1.34K | ﹤0.01% | 404 |
|
|
2017
Q3 | $16K | Buy |
342
+63
| +23% | +$3.02K | ﹤0.01% | 409 |
|
|
2017
Q2 | $13K | Hold |
279
| – | – | ﹤0.01% | 436 |
|
|
2017
Q1 | $12K | Buy |
+279
| New | +$11.8K | ﹤0.01% | 452 |
|
|
2015
Q4 | – | Sell |
-60
| Closed | -$2K | – | 1078 |
|
|
2015
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 855 |
|
|
2015
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 893 |
|
|
2015
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 798 |
|
|
2014
Q4 | $2K | Sell |
60
-165
| -73% | -$5.54K | ﹤0.01% | 796 |
|
|
2014
Q3 | $7K | Buy |
225
+165
| +275% | +$5.16K | ﹤0.01% | 556 |
|
|
2014
Q2 | $2K | Sell |
60
-2,336
| -97% | -$72.4K | ﹤0.01% | 726 |
|
|
2014
Q1 | $73K | Buy |
2,396
+2,336
| +3,893% | +$68.1K | 0.02% | 257 |
|
|
2013
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 706 |
|
|
2013
Q3 | $2K | Sell |
60
-1,736
| -97% | -$49.6K | ﹤0.01% | 804 |
|
|
2013
Q2 | $51K | Buy |
+1,796
| New | +$53.7K | 0.01% | 333 |
|
Other funds holding XEL
VCM
VPM
Howe & Rusling's XEL Position: Q1 2026 in Review
Howe & Rusling increased its Xcel Energy (XEL) stake by 0.17% in Q1 2026, buying an estimated $471 and bringing the position to 3,641 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #244.
Howe & Rusling first reported a position in XEL in Q2 2013 and has held it in 44 quarters since. The position peaked at $308K in Q2 2022. 1,265 funds tracked by Wall St. Rank hold XEL as of Q1 2026.
- Howe & Rusling held 3,641 shares of Xcel Energy worth $289K as of Q1 2026.
- Howe & Rusling bought 6 Xcel Energy shares in Q1 2026, an estimated $471.
- Xcel Energy made up 0.02% of Howe & Rusling's portfolio in Q1 2026, its #244 holding.
- Howe & Rusling first reported a position in Xcel Energy in Q2 2013 and has held it in 44 quarters since.
- Howe & Rusling's Xcel Energy position peaked at $308K in Q2 2022.
- 1,265 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.
Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.