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Mather Group’s Xcel Energy XEL Stock Holding History

Mather Group’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 		$829K Sell
10,439
-120
-1% -$9.41K 0.01% 372
2025
Q4 		$780K Buy
10,559
+667
+7% +$52.6K 0.01% 325
2025
Q3 		$798K Buy
9,892
+1,955
+25% +$141K 0.01% 315
2025
Q2 		$540K Sell
7,937
-347
-4% -$24.1K 0.01% 378
2025
Q1 		$586K Buy
8,284
+4,876
+143% +$332K 0.01% 344
2024
Q4 		$230K Buy
3,408
+466
+16% +$31.3K ﹤0.01% 528
2024
Q3 		$192K Buy
2,942
+564
+24% +$33.5K ﹤0.01% 587
2024
Q2 		$128K Buy
2,378
+355
+18% +$19.3K ﹤0.01% 734
2024
Q1 		$125K Buy
+2,023
New +$116K ﹤0.01% 645

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 $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mather Group's XEL Position: Q1 2026 in Review

Mather Group reduced its Xcel Energy (XEL) stake by 1.1% in Q1 2026, selling an estimated $9.41K and leaving 10,439 shares worth $829K. The position accounts for 0.01% of the portfolio, ranked #372.

Mather Group first reported a position in XEL in Q1 2024 and has held it in 9 quarters since. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Mather Group held 10,439 shares of Xcel Energy worth $829K as of Q1 2026.
  • Mather Group sold 120 Xcel Energy shares in Q1 2026, an estimated $9.41K.
  • Xcel Energy made up 0.01% of Mather Group's portfolio in Q1 2026, its #372 holding.
  • Mather Group first reported a position in Xcel Energy in Q1 2024 and has held it in 9 quarters since.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.