Lido Advisors’s Xcel Energy XEL Stock Holding History

Lido 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	$2.5M	Buy	31,316 +2,805	+10%	+$220K	0.01%	650
2025 Q4	$2.29M	Buy	28,511 +611	+2%	+$48.2K	0.01%	681
2025 Q3	$2.27M	Buy	27,900 +2,027	+8%	+$147K	0.01%	654
2025 Q2	$1.78M	Sell	25,873 -555	-2%	-$38.5K	0.01%	622
2025 Q1	$1.89M	Buy	26,428 +1,508	+6%	+$103K	0.01%	550
2024 Q4	$1.68M	Buy	24,920 +1,230	+5%	+$82.5K	0.01%	569
2024 Q3	$1.55M	Buy	23,690 +16,230	+218%	+$963K	0.01%	545
2024 Q2	$402K	Sell	7,460 -12,499	-63%	-$680K	﹤0.01%	1006
2024 Q1	$1.08M	Buy	19,959 +10,680	+115%	+$610K	0.01%	621
2023 Q4	$579K	Sell	9,279 -626	-6%	-$37.6K	﹤0.01%	805
2023 Q3	$567K	Buy	9,905 +1,903	+24%	+$114K	﹤0.01%	716
2023 Q2	$498K	Sell	8,002 -1,370	-15%	-$91.5K	﹤0.01%	745
2023 Q1	$632K	Buy	+9,372	New	+$632K	0.01%	604

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

Lido Advisors's XEL Position: Q1 2026 in Review

Lido Advisors increased its Xcel Energy (XEL) stake by 9.8% in Q1 2026, buying an estimated $220K and bringing the position to 31,316 shares worth $2.5M. The position accounts for 0.01% of the portfolio, ranked #650.

Lido Advisors first reported a position in XEL in Q1 2023 and has held it in 13 quarters since. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Lido Advisors held 31,316 shares of Xcel Energy worth $2.5M as of Q1 2026.
Lido Advisors bought 2,805 Xcel Energy shares in Q1 2026, an estimated $220K.
Xcel Energy made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #650 holding.
Lido Advisors first reported a position in Xcel Energy in Q1 2023 and has held it in 13 quarters since.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.