Integrated Advisors Network’s Xcel Energy XEL Stock Holding History

Integrated Advisors Network’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	$218K	Sell	2,749 -985	-26%	-$77.3K	0.01%	638
2025 Q4	$276K	Sell	3,734 -164	-4%	-$12.9K	0.01%	627
2025 Q3	$314K	Buy	3,898 +665	+21%	+$48.1K	0.01%	611
2025 Q2	$220K	Sell	3,233 -38,305	-92%	-$2.66M	0.01%	699
2025 Q1	$2.94M	Buy	+41,538	New	+$2.83M	0.15%	155
2023 Q2	–	Sell	-54,823	Closed	-$3.7M	–	720
2023 Q1	$3.7M	Sell	54,823 -15,156	-22%	-$1.02M	0.22%	120
2022 Q4	$4.91M	Buy	69,979 +5,654	+9%	+$376K	0.32%	91
2022 Q3	$4.12M	Sell	64,325 -2,315	-3%	-$169K	0.28%	92
2022 Q2	$4.71M	Buy	66,640 +2,841	+4%	+$207K	0.31%	90
2022 Q1	$4.6M	Buy	+63,799	New	+$4.38M	0.27%	90
2021 Q1	–	Sell	-33,201	Closed	-$2.21M	–	581
2020 Q4	$2.21M	Sell	33,201 -58	-0.2%	-$4.04K	0.24%	119
2020 Q3	$2.29M	Sell	33,259 -70	-0.2%	-$4.78K	0.29%	97
2020 Q2	$2.08M	Buy	+33,329	New	+$2.1M	0.24%	117

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

Integrated Advisors Network's XEL Position: Q1 2026 in Review

Integrated Advisors Network reduced its Xcel Energy (XEL) stake by 26% in Q1 2026, selling an estimated $77.3K and leaving 2,749 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #638.

Integrated Advisors Network first reported a position in XEL in Q2 2020 and has held it in 13 quarters since. The position peaked at $4.91M in Q4 2022. 1,264 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Integrated Advisors Network held 2,749 shares of Xcel Energy worth $218K as of Q1 2026.
Integrated Advisors Network sold 985 Xcel Energy shares in Q1 2026, an estimated $77.3K.
Xcel Energy made up 0.01% of Integrated Advisors Network's portfolio in Q1 2026, its #638 holding.
Integrated Advisors Network first reported a position in Xcel Energy in Q2 2020 and has held it in 13 quarters since.
Integrated Advisors Network's Xcel Energy position peaked at $4.91M in Q4 2022.
1,264 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.