IMA Advisory Services’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
Other funds holding XEL
VCM
VPM
IMA Advisory Services's XEL Position: Q1 2026 in Review
IMA Advisory Services held its Xcel Energy (XEL) position steady in Q1 2026 at 3 shares worth $240. The position accounts for ﹤0.01% of the portfolio, ranked #946.
IMA Advisory Services first reported a position in XEL in Q3 2020 and has held it in 5 quarters since. The position peaked at $3K in Q3 2020. 1,264 funds tracked by Wall St. Rank hold XEL as of Q1 2026.
- IMA Advisory Services held 3 shares of Xcel Energy worth $240 as of Q1 2026.
- IMA Advisory Services left its Xcel Energy share count unchanged in Q1 2026.
- Xcel Energy made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #946 holding.
- IMA Advisory Services first reported a position in Xcel Energy in Q3 2020 and has held it in 5 quarters since.
- IMA Advisory Services's Xcel Energy position peaked at $3K in Q3 2020.
- 1,264 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.
Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.