Insigneo Advisory Services’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
Other funds holding XEL
VCM
VPM
Insigneo Advisory Services's XEL Position: Q1 2026 in Review
Insigneo Advisory Services reduced its Xcel Energy (XEL) stake by 11% in Q1 2026, selling an estimated $25.1K and leaving 2,579 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #643.
Insigneo Advisory Services first reported a position in XEL in Q4 2023 and has held it in 7 quarters since. The position peaked at $443K in Q3 2024. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.
- Insigneo Advisory Services held 2,579 shares of Xcel Energy worth $205K as of Q1 2026.
- Insigneo Advisory Services sold 320 Xcel Energy shares in Q1 2026, an estimated $25.1K.
- Xcel Energy made up 0.01% of Insigneo Advisory Services's portfolio in Q1 2026, its #643 holding.
- Insigneo Advisory Services first reported a position in Xcel Energy in Q4 2023 and has held it in 7 quarters since.
- Insigneo Advisory Services's Xcel Energy position peaked at $443K in Q3 2024.
- 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.
Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.