Laraway Financial Advisors’s Xcel Energy XEL Stock Holding History

Laraway Financial 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	$624K	Hold	7,855	–	–	0.44%	57
2025 Q4	$580K	Hold	7,855	–	–	0.38%	62
2025 Q3	$633K	Buy	7,855 +10	+0.1%	+$723	0.43%	54
2025 Q2	$534K	Buy	7,845 +9	+0.1%	+$624	0.41%	60
2025 Q1	$555K	Buy	7,836 +9	+0.1%	+$613	0.44%	60
2024 Q4	$528K	Buy	7,827 +10	+0.1%	+$671	0.41%	64
2024 Q3	$510K	Buy	7,817 +11	+0.1%	+$652	0.41%	66
2024 Q2	$417K	Buy	7,806 +11	+0.1%	+$598	0.36%	70
2024 Q1	$419K	Buy	7,795 +9	+0.1%	+$514	0.37%	73
2023 Q4	$482K	Buy	7,786 +10	+0.1%	+$600	0.46%	69
2023 Q3	$445K	Sell	7,776 -1,409	-15%	-$84.7K	0.46%	65
2023 Q2	$571K	Buy	9,185 +7	+0.1%	+$467	0.56%	56
2023 Q1	$619K	Buy	9,178 +8	+0.1%	+$540	0.63%	52
2022 Q4	$643K	Sell	9,170 -140	-2%	-$9.31K	0.67%	47
2022 Q3	$596K	Buy	9,310 +20	+0.2%	+$1.46K	0.67%	43
2022 Q2	$658K	Buy	9,290 +10	+0.1%	+$728	0.7%	42
2022 Q1	$670K	Buy	9,280 +10	+0.1%	+$687	0.61%	50
2021 Q4	$628K	Buy	+9,270	New	+$604K	0.56%	62

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

Laraway Financial Advisors's XEL Position: Q1 2026 in Review

Laraway Financial Advisors held its Xcel Energy (XEL) position steady in Q1 2026 at 7,855 shares worth $624K. The position accounts for 0.44% of the portfolio, ranked #57.

Laraway Financial Advisors first reported a position in XEL in Q4 2021 and has held it in 18 quarters since. The position peaked at $670K in Q1 2022. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Laraway Financial Advisors held 7,855 shares of Xcel Energy worth $624K as of Q1 2026.
Laraway Financial Advisors left its Xcel Energy share count unchanged in Q1 2026.
Xcel Energy made up 0.44% of Laraway Financial Advisors's portfolio in Q1 2026, its #57 holding.
Laraway Financial Advisors first reported a position in Xcel Energy in Q4 2021 and has held it in 18 quarters since.
Laraway Financial Advisors's Xcel Energy position peaked at $670K in Q1 2022.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Laraway Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.