McIlrath & Eck’s Xcel Energy XEL Stock Holding History

McIlrath & Eck’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	$58.2K	Hold	733	–	–	﹤0.01%	496
2025 Q4	$54.1K	Buy	733 +5	+0.7%	+$394	0.01%	337
2025 Q3	$58.7K	Buy	728 +6	+0.8%	+$434	0.01%	288
2025 Q2	$49.2K	Buy	722 +6	+0.8%	+$416	0.01%	318
2025 Q1	$50.7K	Buy	716 +6	+0.8%	+$408	0.01%	313
2024 Q4	$48K	Buy	710 +6	+0.9%	+$402	0.01%	319
2024 Q3	$46K	Buy	704 +7	+1%	+$415	0.01%	328
2024 Q2	$37.2K	Buy	697 +7	+1%	+$381	0.01%	329
2024 Q1	$37.1K	Buy	690 +6	+0.9%	+$343	0.01%	332
2023 Q4	$42.4K	Buy	684 +6	+0.9%	+$360	0.01%	278
2023 Q3	$38.8K	Buy	678 +5	+0.7%	+$301	0.01%	299
2023 Q2	$41.8K	Buy	673 +5	+0.7%	+$334	0.01%	290
2023 Q1	$45K	Hold	668	–	–	0.01%	270
2022 Q4	$46.8K	Hold	668	–	–	0.01%	254
2022 Q3	$43K	Hold	668	–	–	0.01%	265
2022 Q2	$47K	Buy	+668	New	+$48.6K	0.01%	244

Other funds holding XEL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 $1.47T 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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return