Laurel Wealth Advisors (North Carolina)’s Xcel Energy XEL Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-230	Closed	-$17K	–	672
2025 Q4	$17K	Buy	+230	New	+$18.1K	﹤0.01%	434
2025 Q2	–	Sell	-230	Closed	-$16.3K	–	683
2025 Q1	$16.3K	Hold	230	–	–	﹤0.01%	429
2024 Q4	$15.5K	Hold	230	–	–	﹤0.01%	442
2024 Q3	$15K	Hold	230	–	–	﹤0.01%	428
2024 Q2	$12.3K	Hold	230	–	–	﹤0.01%	414
2024 Q1	$12.4K	Hold	230	–	–	﹤0.01%	420
2023 Q4	$14.2K	Hold	230	–	–	﹤0.01%	377
2023 Q3	$13.2K	Hold	230	–	–	﹤0.01%	383
2023 Q2	$14.3K	Hold	230	–	–	﹤0.01%	382
2023 Q1	$15.5K	Sell	230 -30	-12%	-$2.02K	﹤0.01%	374
2022 Q4	$18.2K	Sell	260 -40	-13%	-$2.66K	﹤0.01%	341
2022 Q3	$19K	Hold	300	–	–	﹤0.01%	339
2022 Q2	$21K	Hold	300	–	–	0.01%	332
2022 Q1	$22K	Hold	300	–	–	﹤0.01%	338
2021 Q4	$20K	Hold	300	–	–	﹤0.01%	348
2021 Q3	$19K	Sell	300 -41	-12%	-$2.77K	﹤0.01%	348
2021 Q2	$22K	Buy	341 +41	+14%	+$2.85K	﹤0.01%	370
2021 Q1	$20K	Hold	300	–	–	﹤0.01%	354
2020 Q4	$20K	Hold	300	–	–	0.01%	351
2020 Q3	$21K	Hold	300	–	–	0.01%	312
2020 Q2	$19K	Hold	300	–	–	0.01%	318
2020 Q1	$18K	Hold	300	–	–	0.01%	302
2019 Q4	$19K	Hold	300	–	–	0.01%	329
2019 Q3	$19K	Hold	300	–	–	0.01%	323
2019 Q2	$18K	Hold	300	–	–	0.01%	330
2019 Q1	$17K	Hold	300	–	–	0.01%	324
2018 Q4	$15K	Buy	+300	New	+$15K	0.01%	320

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s XEL Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Xcel Energy (XEL) in Q1 2026, closing a stake of 230 shares — an estimated $17K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in XEL in Q4 2018 and held it in 27 quarters. The position peaked at $22K in Q1 2022. 1,275 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Xcel Energy position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 230 Xcel Energy shares in Q1 2026, an estimated $17K.
Laurel Wealth Advisors (North Carolina) first reported a position in Xcel Energy in Q4 2018 and held it in 27 quarters.
Laurel Wealth Advisors (North Carolina)'s Xcel Energy position peaked at $22K in Q1 2022.
1,275 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.