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Larson Financial Group’s Xcel Energy XEL Stock Holding History

Larson Financial Group’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 		$5.34M Buy
67,228
+666
+1% +$52.2K 0.17% 110
2025
Q4 		$4.92M Buy
66,562
+1,441
+2% +$114K 0.16% 115
2025
Q3 		$5.25M Buy
65,121
+840
+1% +$60.8K 0.18% 105
2025
Q2 		$4.38M Buy
64,281
+10,168
+19% +$705K 0.18% 118
2025
Q1 		$3.83M Sell
54,113
-14,288
-21% -$973K 0.18% 105
2024
Q4 		$4.62M Buy
68,401
+56,864
+493% +$3.81M 0.24% 85
2024
Q3 		$753K Buy
11,537
+2,078
+22% +$123K 0.04% 265
2024
Q2 		$505K Buy
9,459
+6,232
+193% +$339K 0.03% 273
2024
Q1 		$173K Sell
3,227
-182
-5% -$10.4K 0.01% 444
2023
Q4 		$211K Sell
3,409
-612
-15% -$36.7K 0.02% 340
2023
Q3 		$230K Sell
4,021
-619
-13% -$37.2K 0.02% 297
2023
Q2 		$288K Sell
4,640
-621
-12% -$41.5K 0.03% 259
2023
Q1 		$355K Buy
5,261
+7
+0.1% +$472 0.04% 240
2022
Q4 		$368K Buy
5,254
+7
+0.1% +$466 0.04% 232
2022
Q3 		$336K Buy
5,247
+6
+0.1% +$437 0.05% 210
2022
Q2 		$371K Buy
5,241
+25
+0.5% +$1.82K 0.06% 123
2022
Q1 		$376K Buy
5,216
+6
+0.1% +$412 0.06% 133
2021
Q4 		$353K Buy
5,210
+5,084
+4,035% +$331K 0.06% 146
2021
Q3 		$8K Hold
126
– – ﹤0.01% 642
2021
Q2 		$8K Buy
126
+1
+0.8% +$70 ﹤0.01% 599
2021
Q1 		$8K Buy
125
+122
+4,067% +$7.71K ﹤0.01% 590
2020
Q4 		$0 Sell
3
-5
-63% -$348 ﹤0.01% 865
2020
Q3 		$1K Buy
+8
New +$546 ﹤0.01% 700

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

Larson Financial Group's XEL Position: Q1 2026 in Review

Larson Financial Group increased its Xcel Energy (XEL) stake by 1% in Q1 2026, buying an estimated $52.2K and bringing the position to 67,228 shares worth $5.34M. The position accounts for 0.17% of the portfolio, ranked #110.

Larson Financial Group first reported a position in XEL in Q3 2020 and has held it in 23 quarters since. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Larson Financial Group held 67,228 shares of Xcel Energy worth $5.34M as of Q1 2026.
  • Larson Financial Group bought 666 Xcel Energy shares in Q1 2026, an estimated $52.2K.
  • Xcel Energy made up 0.17% of Larson Financial Group's portfolio in Q1 2026, its #110 holding.
  • Larson Financial Group first reported a position in Xcel Energy in Q3 2020 and has held it in 23 quarters since.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.