Lifeworks Advisors’s Xcel Energy XEL Stock Holding History

Lifeworks 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	$772K	Buy	9,715 +5,082	+110%	+$399K	0.1%	149
2025 Q4	$342K	Buy	4,633 +473	+11%	+$37.3K	0.04%	252
2025 Q3	$336K	Buy	+4,160	New	+$301K	0.04%	247
2023 Q2	–	Sell	-4,510	Closed	-$304K	–	163
2023 Q1	$304K	Sell	4,510 -150	-3%	-$10.1K	0.14%	119
2022 Q4	$327K	Sell	4,660 -400	-8%	-$26.6K	0.18%	96
2022 Q3	$329K	Sell	5,060 -752	-13%	-$54.7K	0.19%	98
2022 Q2	$411K	Buy	5,812 +2,275	+64%	+$166K	0.26%	93
2022 Q1	$255K	Buy	3,537 +300	+9%	+$20.6K	0.17%	113
2021 Q4	$219K	Buy	+3,237	New	+$211K	0.17%	106

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

Lifeworks Advisors's XEL Position: Q1 2026 in Review

Lifeworks Advisors increased its Xcel Energy (XEL) stake by 110% in Q1 2026, buying an estimated $399K and bringing the position to 9,715 shares worth $772K. The position accounts for 0.1% of the portfolio, ranked #149.

Lifeworks Advisors first reported a position in XEL in Q4 2021 and has held it in 9 quarters since. 1,265 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Lifeworks Advisors held 9,715 shares of Xcel Energy worth $772K as of Q1 2026.
Lifeworks Advisors bought 5,082 Xcel Energy shares in Q1 2026, an estimated $399K.
Xcel Energy made up 0.1% of Lifeworks Advisors's portfolio in Q1 2026, its #149 holding.
Lifeworks Advisors first reported a position in Xcel Energy in Q4 2021 and has held it in 9 quarters since.
1,265 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.