Level Four Advisory Services’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$588K Buy
7,398
+106
+1% +$8.31K 0.02% 550
2025
Q4
$539K Sell
7,292
-1,092
-13% -$86.1K 0.02% 551
2025
Q3
$676K Buy
8,384
+33
+0.4% +$2.39K 0.02% 485
2025
Q2
$569K Buy
8,351
+2,353
+39% +$163K 0.02% 488
2025
Q1
$425K Sell
5,998
-697
-10% -$47.4K 0.02% 539
2024
Q4
$452K Sell
6,695
-26
-0.4% -$1.74K 0.02% 520
2024
Q3
$449K Buy
6,721
+178
+3% +$10.6K 0.02% 534
2024
Q2
$349K Buy
6,543
+1,112
+20% +$60.5K 0.02% 568
2024
Q1
$336K Hold
5,431
0.02% 573
2023
Q4
$336K Sell
5,431
-821
-13% -$49.3K 0.02% 573
2023
Q3
$358K Sell
6,252
-1,343
-18% -$80.7K 0.02% 537
2023
Q2
$472K Buy
7,595
+3,027
+66% +$202K 0.03% 485
2023
Q1
$308K Buy
4,568
+468
+11% +$31.6K 0.02% 576
2022
Q4
$287K Buy
4,100
+853
+26% +$56.8K 0.02% 526
2022
Q3
$208K Sell
3,247
-41
-1% -$2.98K 0.02% 499
2022
Q2
$233K Sell
3,288
-207
-6% -$15.1K 0.02% 492
2022
Q1
$252K Buy
3,495
+176
+5% +$12.1K 0.02% 549
2021
Q4
$225K Sell
3,319
-476
-13% -$31K 0.02% 581
2021
Q3
$237K Buy
3,795
+591
+18% +$39.9K 0.02% 422
2021
Q2
$211K Sell
3,204
-600
-16% -$41.8K 0.01% 615
2021
Q1
$253K Buy
3,804
+473
+14% +$29.9K 0.02% 545
2020
Q4
$222K Sell
3,331
-414
-11% -$28.9K 0.02% 535
2020
Q3
$258K Sell
3,745
-169
-4% -$11.5K 0.02% 467
2020
Q2
$247K Sell
3,914
-32
-0.8% -$2.02K 0.02% 496
2020
Q1
$238K Buy
3,946
+409
+12% +$26.7K 0.03% 428
2019
Q4
$226K Buy
3,537
+160
+5% +$10K 0.01% 515
2019
Q3
$219K Sell
3,377
-18
-0.5% -$1.12K 0.02% 459
2019
Q2
$202K Buy
+3,395
New +$195K 0.02% 507

Other funds holding XEL

Level Four Advisory Services's XEL Position: Q1 2026 in Review

Level Four Advisory Services increased its Xcel Energy (XEL) stake by 1.5% in Q1 2026, buying an estimated $8.31K and bringing the position to 7,398 shares worth $588K. The position accounts for 0.02% of the portfolio, ranked #550.

Level Four Advisory Services first reported a position in XEL in Q2 2019 and has held it in 28 quarters since. The position peaked at $676K in Q3 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Level Four Advisory Services held 7,398 shares of Xcel Energy worth $588K as of Q1 2026.
  • Level Four Advisory Services bought 106 Xcel Energy shares in Q1 2026, an estimated $8.31K.
  • Xcel Energy made up 0.02% of Level Four Advisory Services's portfolio in Q1 2026, its #550 holding.
  • Level Four Advisory Services first reported a position in Xcel Energy in Q2 2019 and has held it in 28 quarters since.
  • Level Four Advisory Services's Xcel Energy position peaked at $676K in Q3 2025.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.