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Knollwood Investment Advisory’s Xcel Energy XEL Stock Holding History

Knollwood Investment Advisory’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 		$264K Hold
3,323
– – 0.03% 274
2025
Q4 		$245K Hold
3,323
– – 0.02% 302
2025
Q3 		$268K Hold
3,323
– – 0.02% 322
2025
Q2 		$226K Hold
3,323
– – 0.02% 343
2025
Q1 		$235K Hold
3,323
– – 0.03% 333
2024
Q4 		$224K Hold
3,323
– – 0.02% 341
2024
Q3 		$217K Buy
+3,323
New +$197K 0.02% 348

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Knollwood Investment Advisory's XEL Position: Q1 2026 in Review

Knollwood Investment Advisory held its Xcel Energy (XEL) position steady in Q1 2026 at 3,323 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #274.

Knollwood Investment Advisory first reported a position in XEL in Q3 2024 and has held it in 7 quarters since. The position peaked at $268K in Q3 2025. 1,268 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Knollwood Investment Advisory held 3,323 shares of Xcel Energy worth $264K as of Q1 2026.
  • Knollwood Investment Advisory left its Xcel Energy share count unchanged in Q1 2026.
  • Xcel Energy made up 0.03% of Knollwood Investment Advisory's portfolio in Q1 2026, its #274 holding.
  • Knollwood Investment Advisory first reported a position in Xcel Energy in Q3 2024 and has held it in 7 quarters since.
  • Knollwood Investment Advisory's Xcel Energy position peaked at $268K in Q3 2025.
  • 1,268 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.