Ingalls & Snyder LLC’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 | $315K | Sell |
3,971
-10
| -0.3% | -$784 | 0.01% | 363 |
|
|
2025
Q4 | $294K | Hold |
3,981
| – | – | 0.01% | 375 |
|
|
2025
Q3 | $321K | Sell |
3,981
-1,320
| -25% | -$95.5K | 0.01% | 367 |
|
|
2025
Q2 | $361K | Sell |
5,301
-10
| -0.2% | -$693 | 0.01% | 338 |
|
|
2025
Q1 | $376K | Sell |
5,311
-332
| -6% | -$22.6K | 0.01% | 334 |
|
|
2024
Q4 | $381K | Hold |
5,643
| – | – | 0.01% | 325 |
|
|
2024
Q3 | $368K | Hold |
5,643
| – | – | 0.01% | 338 |
|
|
2024
Q2 | $301K | Sell |
5,643
-555
| -9% | -$30.2K | 0.01% | 342 |
|
|
2024
Q1 | $333K | Sell |
6,198
-350
| -5% | -$20K | 0.01% | 334 |
|
|
2023
Q4 | $405K | Sell |
6,548
-950
| -13% | -$57K | 0.02% | 306 |
|
|
2023
Q3 | $429K | Hold |
7,498
| – | – | 0.02% | 300 |
|
|
2023
Q2 | $466K | Hold |
7,498
| – | – | 0.02% | 297 |
|
|
2023
Q1 | $506K | Buy |
7,498
+1,523
| +25% | +$103K | 0.03% | 282 |
|
|
2022
Q4 | $419K | Buy |
5,975
+27
| +0.5% | +$1.8K | 0.02% | 300 |
|
|
2022
Q3 | $381K | Sell |
5,948
-260
| -4% | -$18.9K | 0.02% | 303 |
|
|
2022
Q2 | $439K | Buy |
6,208
+1,550
| +33% | +$113K | 0.02% | 295 |
|
|
2022
Q1 | $336K | Sell |
4,658
-100
| -2% | -$6.87K | 0.02% | 353 |
|
|
2021
Q4 | $322K | Hold |
4,758
| – | – | 0.01% | 370 |
|
|
2021
Q3 | $297K | Sell |
4,758
-668
| -12% | -$45.1K | 0.01% | 385 |
|
|
2021
Q2 | $357K | Sell |
5,426
-180
| -3% | -$12.5K | 0.02% | 364 |
|
|
2021
Q1 | $373K | Hold |
5,606
| – | – | 0.02% | 327 |
|
|
2020
Q4 | $374K | Sell |
5,606
-1,054
| -16% | -$73.4K | 0.02% | 314 |
|
|
2020
Q3 | $460K | Sell |
6,660
-1,758
| -21% | -$120K | 0.03% | 252 |
|
|
2020
Q2 | $526K | Buy |
8,418
+1,000
| +13% | +$63K | 0.03% | 250 |
|
|
2020
Q1 | $447K | Hold |
7,418
| – | – | 0.03% | 271 |
|
|
2019
Q4 | $471K | Hold |
7,418
| – | – | 0.03% | 271 |
|
|
2019
Q3 | $481K | Buy |
7,418
+52
| +0.7% | +$3.24K | 0.02% | 291 |
|
|
2019
Q2 | $438K | Hold |
7,366
| – | – | 0.02% | 307 |
|
|
2019
Q1 | $414K | Hold |
7,366
| – | – | 0.02% | 303 |
|
|
2018
Q4 | $363K | Hold |
7,366
| – | – | 0.02% | 311 |
|
|
2018
Q3 | $348K | Hold |
7,366
| – | – | 0.01% | 341 |
|
|
2018
Q2 | $336K | Hold |
7,366
| – | – | 0.02% | 316 |
|
|
2018
Q1 | $335K | Hold |
7,366
| – | – | 0.02% | 309 |
|
|
2017
Q4 | $354K | Hold |
7,366
| – | – | 0.02% | 303 |
|
|
2017
Q3 | $349K | Hold |
7,366
| – | – | 0.02% | 277 |
|
|
2017
Q2 | $338K | Buy |
7,366
+1,300
| +21% | +$59.9K | 0.02% | 277 |
|
|
2017
Q1 | $270K | Sell |
6,066
-180
| -3% | -$7.63K | 0.01% | 326 |
|
|
2016
Q4 | $254K | Sell |
6,246
-1,676
| -21% | -$67K | 0.01% | 342 |
|
|
2016
Q3 | $326K | Sell |
7,922
-858
| -10% | -$36.7K | 0.02% | 300 |
|
|
2016
Q2 | $393K | Sell |
8,780
-160
| -2% | -$6.62K | 0.02% | 285 |
|
|
2016
Q1 | $373K | Hold |
8,940
| – | – | 0.02% | 256 |
|
|
2015
Q4 | $321K | Sell |
8,940
-160
| -2% | -$5.71K | 0.02% | 281 |
|
|
2015
Q3 | $322K | Sell |
9,100
-85
| -0.9% | -$2.89K | 0.02% | 273 |
|
|
2015
Q2 | $295K | Hold |
9,185
| – | – | 0.02% | 293 |
|
|
2015
Q1 | $319K | Sell |
9,185
-2,558
| -22% | -$91.5K | 0.02% | 280 |
|
|
2014
Q4 | $421K | Sell |
11,743
-1
| -0% | -$34 | 0.02% | 258 |
|
|
2014
Q3 | $357K | Hold |
11,744
| – | – | 0.02% | 273 |
|
|
2014
Q2 | $378K | Sell |
11,744
-200
| -2% | -$6.2K | 0.02% | 269 |
|
|
2014
Q1 | $362K | Hold |
11,944
| – | – | 0.02% | 268 |
|
|
2013
Q4 | $333K | Hold |
11,944
| – | – | 0.02% | 271 |
|
|
2013
Q3 | $329K | Hold |
11,944
| – | – | 0.02% | 269 |
|
|
2013
Q2 | $338K | Buy |
+11,944
| New | +$357K | 0.02% | 265 |
|
Other funds holding XEL
VCM
VPM
Ingalls & Snyder LLC's XEL Position: Q1 2026 in Review
Ingalls & Snyder LLC reduced its Xcel Energy (XEL) stake by 0.25% in Q1 2026, selling an estimated $784 and leaving 3,971 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #363.
Ingalls & Snyder LLC first reported a position in XEL in Q2 2013 and has held it in 52 quarters since. The position peaked at $526K in Q2 2020. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.
- Ingalls & Snyder LLC held 3,971 shares of Xcel Energy worth $315K as of Q1 2026.
- Ingalls & Snyder LLC sold 10 Xcel Energy shares in Q1 2026, an estimated $784.
- Xcel Energy made up 0.01% of Ingalls & Snyder LLC's portfolio in Q1 2026, its #363 holding.
- Ingalls & Snyder LLC first reported a position in Xcel Energy in Q2 2013 and has held it in 52 quarters since.
- Ingalls & Snyder LLC's Xcel Energy position peaked at $526K in Q2 2020.
- 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.
Based on Ingalls & Snyder LLC's 13F filing for Q1 2026, filed 13 May 2026.