InceptionR’s Xcel Energy XEL Stock Holding History

InceptionR’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	-5,329	Closed	-$394K	–	939
2025 Q4	$394K	Buy	+5,329	New	+$420K	0.11%	357
2025 Q2	–	Sell	-12,529	Closed	-$887K	–	879
2025 Q1	$887K	Buy	+12,529	New	+$853K	0.27%	133
2024 Q3	–	Sell	-33,758	Closed	-$1.8M	–	904
2024 Q2	$1.8M	Buy	33,758 +6,003	+22%	+$327K	0.51%	11
2024 Q1	$1.49M	Buy	+27,755	New	+$1.58M	0.38%	52
2023 Q3	–	Sell	-13,877	Closed	-$863K	–	600
2023 Q2	$863K	Sell	13,877 -2,877	-17%	-$192K	0.46%	43
2023 Q1	$1.13M	Buy	+16,754	New	+$1.13M	0.36%	78

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

InceptionR's XEL Position: Q1 2026 in Review

InceptionR sold out of Xcel Energy (XEL) in Q1 2026, closing a stake of 5,329 shares — an estimated $394K sold.

InceptionR first reported a position in XEL in Q1 2023 and held it in 6 quarters. The position peaked at $1.8M in Q2 2024. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

InceptionR reported no remaining Xcel Energy position as of Q1 2026 after selling out during the quarter.
InceptionR sold 5,329 Xcel Energy shares in Q1 2026, an estimated $394K.
InceptionR first reported a position in Xcel Energy in Q1 2023 and held it in 6 quarters.
InceptionR's Xcel Energy position peaked at $1.8M in Q2 2024.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.