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Inspire Advisors’s Xcel Energy XEL Stock Holding History

Inspire 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 		$234K Buy
2,948
+158
+6% +$12.4K 0.02% 560
2025
Q4 		$206K Buy
2,790
+13
+0.5% +$1.02K 0.02% 495
2025
Q3 		$224K Buy
+2,777
New +$201K 0.02% 463
2021
Q3 		– Sell
-3,379
Closed -$223K – 111
2021
Q2 		$223K Buy
3,379
+121
+4% +$8.42K 0.07% 71
2021
Q1 		$217K Hold
3,258
– – 0.08% 61
2020
Q4 		$217K Buy
+3,258
New +$227K 0.08% 57

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Inspire Advisors's XEL Position: Q1 2026 in Review

Inspire Advisors increased its Xcel Energy (XEL) stake by 5.7% in Q1 2026, buying an estimated $12.4K and bringing the position to 2,948 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #560.

Inspire Advisors first reported a position in XEL in Q4 2020 and has held it in 6 quarters since. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Inspire Advisors held 2,948 shares of Xcel Energy worth $234K as of Q1 2026.
  • Inspire Advisors bought 158 Xcel Energy shares in Q1 2026, an estimated $12.4K.
  • Xcel Energy made up 0.02% of Inspire Advisors's portfolio in Q1 2026, its #560 holding.
  • Inspire Advisors first reported a position in Xcel Energy in Q4 2020 and has held it in 6 quarters since.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.