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Medallion Wealth Advisors’s Xcel Energy XEL Stock Holding History

Medallion Wealth 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 		$14.6K Hold
184
– – ﹤0.01% 710
2025
Q4 		$13.6K Hold
184
– – ﹤0.01% 706
2025
Q3 		$14.8K Hold
184
– – 0.01% 686
2025
Q2 		$12.6K Hold
184
– – ﹤0.01% 703
2025
Q1 		$13K Hold
184
– – 0.01% 647
2024
Q4 		$12.4K Buy
+184
New +$12.3K 0.01% 634

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

Medallion Wealth Advisors's XEL Position: Q1 2026 in Review

Medallion Wealth Advisors held its Xcel Energy (XEL) position steady in Q1 2026 at 184 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Medallion Wealth Advisors first reported a position in XEL in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.8K in Q3 2025. 1,265 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Medallion Wealth Advisors held 184 shares of Xcel Energy worth $14.6K as of Q1 2026.
  • Medallion Wealth Advisors left its Xcel Energy share count unchanged in Q1 2026.
  • Xcel Energy made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #710 holding.
  • Medallion Wealth Advisors first reported a position in Xcel Energy in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Xcel Energy position peaked at $14.8K in Q3 2025.
  • 1,265 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.