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Integrated Wealth Concepts’s Xcel Energy XEL Stock Holding History

Integrated Wealth Concepts’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 		$3.48M Buy
+43,800
New +$3.44M 0.03% 548
2025
Q4 		– Sell
-35,115
Closed -$2.83M – 2051
2025
Q3 		$2.83M Sell
35,115
-2,355
-6% -$170K 0.03% 553
2025
Q2 		$2.55M Sell
37,470
-3,329
-8% -$231K 0.03% 542
2025
Q1 		$2.89M Sell
40,799
-5,534
-12% -$377K 0.03% 481
2024
Q4 		$3.13M Buy
46,333
+28,851
+165% +$1.94M 0.04% 420
2024
Q3 		$1.14M Buy
17,482
+772
+5% +$45.8K 0.01% 742
2024
Q2 		$893K Buy
16,710
+1,913
+13% +$104K 0.01% 811
2024
Q1 		$795K Buy
14,797
+1,193
+9% +$68.1K 0.01% 854
2023
Q4 		$842K Buy
13,604
+1,263
+10% +$75.8K 0.01% 798
2023
Q3 		$706K Buy
12,341
+1,188
+11% +$71.4K 0.01% 835
2023
Q2 		$693K Buy
11,153
+2,273
+26% +$152K 0.01% 833
2023
Q1 		$599K Buy
+8,880
New +$599K 0.01% 795

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

Integrated Wealth Concepts's XEL Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Xcel Energy (XEL) in Q1 2026: 43,800 shares worth $3.48M. The stake represents 0.03% of the portfolio and ranks #548 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in XEL as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in XEL in Q1 2023 and has held it in 12 quarters since. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Integrated Wealth Concepts held 43,800 shares of Xcel Energy worth $3.48M as of Q1 2026.
  • Xcel Energy was a new Integrated Wealth Concepts position in Q1 2026.
  • Xcel Energy made up 0.03% of Integrated Wealth Concepts's portfolio in Q1 2026, its #548 holding.
  • Integrated Wealth Concepts first reported a position in Xcel Energy in Q1 2023 and has held it in 12 quarters since.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.