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Madison Wealth Partners’s Xcel Energy XEL Stock Holding History

Madison Wealth Partners’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 		$226K Sell
2,841
-73
-3% -$5.73K 0.04% 196
2025
Q4 		$215K Buy
+2,914
New +$230K 0.04% 185

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 $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Madison Wealth Partners's XEL Position: Q1 2026 in Review

Madison Wealth Partners reduced its Xcel Energy (XEL) stake by 2.5% in Q1 2026, selling an estimated $5.73K and leaving 2,841 shares worth $226K. The position accounts for 0.04% of the portfolio, ranked #196.

Madison Wealth Partners first reported a position in XEL in Q4 2025 and has held it in 2 quarters since. 1,265 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Madison Wealth Partners held 2,841 shares of Xcel Energy worth $226K as of Q1 2026.
  • Madison Wealth Partners sold 73 Xcel Energy shares in Q1 2026, an estimated $5.73K.
  • Xcel Energy made up 0.04% of Madison Wealth Partners's portfolio in Q1 2026, its #196 holding.
  • Madison Wealth Partners first reported a position in Xcel Energy in Q4 2025 and has held it in 2 quarters since.
  • 1,265 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.