KA
XEL icon

KLCM Advisors’s Xcel Energy XEL Stock Holding History

KLCM 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 		$870K Hold
10,950
– – 0.07% 132
2025
Q4 		$809K Hold
10,950
– – 0.07% 127
2025
Q3 		$883K Sell
10,950
-2,250
-17% -$163K 0.09% 99
2025
Q2 		$899K Hold
13,200
– – 0.1% 92
2025
Q1 		$934K Hold
13,200
– – 0.11% 85
2024
Q4 		$891K Hold
13,200
– – 0.1% 87
2024
Q3 		$862K Buy
13,200
+261
+2% +$15.5K 0.1% 85
2024
Q2 		$691K Buy
12,939
+100
+0.8% +$5.44K 0.09% 87
2024
Q1 		$690K Hold
12,839
– – 0.09% 87
2023
Q4 		$795K Sell
12,839
-663
-5% -$39.8K 0.12% 79
2023
Q3 		$773K Buy
13,502
+1,652
+14% +$99.3K 0.15% 70
2023
Q2 		$737K Hold
11,850
– – 0.14% 69
2023
Q1 		$799K Hold
11,850
– – 0.16% 65
2022
Q4 		$831K Hold
11,850
– – 0.17% 63
2022
Q3 		$758K Sell
11,850
-63
-0.5% -$4.59K 0.18% 61
2022
Q2 		$843K Buy
11,913
+63
+0.5% +$4.58K 0.19% 57
2022
Q1 		$855K Buy
11,850
+600
+5% +$41.2K 0.18% 55
2021
Q4 		$762K Hold
11,250
– – 0.17% 56
2021
Q3 		$703K Buy
11,250
+550
+5% +$37.2K 0.15% 59
2021
Q2 		$705K Hold
10,700
– – 0.16% 56
2021
Q1 		$712K Hold
10,700
– – 0.16% 54
2020
Q4 		$713K Hold
10,700
– – 0.18% 54
2020
Q3 		$738K Hold
10,700
– – 0.21% 55
2020
Q2 		$669K Sell
10,700
-500
-4% -$31.5K 0.19% 55
2020
Q1 		$675K Hold
11,200
– – 0.21% 53
2019
Q4 		$711K Buy
+11,200
New +$701K 0.16% 54

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

KLCM Advisors's XEL Position: Q1 2026 in Review

KLCM Advisors held its Xcel Energy (XEL) position steady in Q1 2026 at 10,950 shares worth $870K. The position accounts for 0.07% of the portfolio, ranked #132.

KLCM Advisors first reported a position in XEL in Q4 2019 and has held it in 26 quarters since. The position peaked at $934K in Q1 2025. 1,265 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • KLCM Advisors held 10,950 shares of Xcel Energy worth $870K as of Q1 2026.
  • KLCM Advisors left its Xcel Energy share count unchanged in Q1 2026.
  • Xcel Energy made up 0.07% of KLCM Advisors's portfolio in Q1 2026, its #132 holding.
  • KLCM Advisors first reported a position in Xcel Energy in Q4 2019 and has held it in 26 quarters since.
  • KLCM Advisors's Xcel Energy position peaked at $934K in Q1 2025.
  • 1,265 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.