JSW
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Journey Strategic Wealth’s Xcel Energy XEL Stock Holding History

Journey Strategic Wealth’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 		$376K Buy
4,727
+1,514
+47% +$119K 0.01% 441
2025
Q4 		$237K Buy
3,213
+660
+26% +$52.1K 0.01% 616
2025
Q3 		$206K Buy
+2,553
New +$185K 0.01% 664

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 $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Journey Strategic Wealth's XEL Position: Q1 2026 in Review

Journey Strategic Wealth increased its Xcel Energy (XEL) stake by 47% in Q1 2026, buying an estimated $119K and bringing the position to 4,727 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #441.

Journey Strategic Wealth first reported a position in XEL in Q3 2025 and has held it in 3 quarters since. 1,266 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Journey Strategic Wealth held 4,727 shares of Xcel Energy worth $376K as of Q1 2026.
  • Journey Strategic Wealth bought 1,514 Xcel Energy shares in Q1 2026, an estimated $119K.
  • Xcel Energy made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #441 holding.
  • Journey Strategic Wealth first reported a position in Xcel Energy in Q3 2025 and has held it in 3 quarters since.
  • 1,266 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.