IFG Advisory’s Xcel Energy XEL Stock Holding History

IFG Advisory’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	–	Sell	-7,686	Closed	-$568K	–	884
2025 Q4	$568K	Buy	7,686 +47	+0.6%	+$3.71K	0.02%	478
2025 Q3	$616K	Buy	+7,639	New	+$553K	0.03%	452

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

IFG Advisory's XEL Position: Q1 2026 in Review

IFG Advisory sold out of Xcel Energy (XEL) in Q1 2026, closing a stake of 7,686 shares — an estimated $568K sold.

IFG Advisory first reported a position in XEL in Q3 2025 and held it in 2 quarters. The position peaked at $616K in Q3 2025. 1,264 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

IFG Advisory reported no remaining Xcel Energy position as of Q1 2026 after selling out during the quarter.
IFG Advisory sold 7,686 Xcel Energy shares in Q1 2026, an estimated $568K.
IFG Advisory first reported a position in Xcel Energy in Q3 2025 and held it in 2 quarters.
IFG Advisory's Xcel Energy position peaked at $616K in Q3 2025.
1,264 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.