IFS Advisors’s Xcel Energy XEL Stock Holding History

IFS 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	$115K	Buy	1,450 +508	+54%	+$39.8K	0.06%	35
2025 Q4	$69.6K	Sell	942 -14	-1%	-$1.1K	0.04%	38
2025 Q3	$77.1K	Hold	956	–	–	0.05%	35
2025 Q2	$65.1K	Sell	956 -200	-17%	-$13.9K	0.05%	33
2025 Q1	$81.8K	Hold	1,156	–	–	0.07%	32
2024 Q4	$78.1K	Buy	1,156 +200	+21%	+$13.4K	0.06%	30
2024 Q3	$62.4K	Hold	956	–	–	0.05%	27
2024 Q2	$51.1K	Hold	956	–	–	0.04%	28
2024 Q1	$51.4K	Hold	956	–	–	0.04%	27
2023 Q4	$59.2K	Hold	956	–	–	0.07%	24
2023 Q3	$54.7K	Hold	956	–	–	0.1%	23
2023 Q2	$59.4K	Hold	956	–	–	0.15%	20
2023 Q1	$64.5K	Hold	956	–	–	0.26%	17
2022 Q4	$67K	Hold	956	–	–	0.12%	18
2022 Q3	$61K	Hold	956	–	–	0.11%	18
2022 Q2	$67K	Hold	956	–	–	0.18%	16
2022 Q1	$68K	Hold	956	–	–	0.06%	21
2021 Q4	$64K	Buy	+956	New	+$62.3K	0.05%	34
2021 Q1	–	Sell	-956	Closed	-$63K	–	151
2020 Q4	$63K	Buy	+956	New	+$66.6K	0.05%	37

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

IFS Advisors's XEL Position: Q1 2026 in Review

IFS Advisors increased its Xcel Energy (XEL) stake by 54% in Q1 2026, buying an estimated $39.8K and bringing the position to 1,450 shares worth $115K. The position accounts for 0.06% of the portfolio, ranked #35.

IFS Advisors first reported a position in XEL in Q4 2020 and has held it in 19 quarters since. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

IFS Advisors held 1,450 shares of Xcel Energy worth $115K as of Q1 2026.
IFS Advisors bought 508 Xcel Energy shares in Q1 2026, an estimated $39.8K.
Xcel Energy made up 0.06% of IFS Advisors's portfolio in Q1 2026, its #35 holding.
IFS Advisors first reported a position in Xcel Energy in Q4 2020 and has held it in 19 quarters since.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.