Meeder Advisory Services’s Xcel Energy XEL Stock Holding History

Meeder Advisory Services’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	$741K	Buy	9,331 +496	+6%	+$38.9K	0.03%	321
2025 Q4	$653K	Buy	8,835 +173	+2%	+$13.6K	0.03%	344
2025 Q3	$699K	Buy	8,662 +805	+10%	+$58.2K	0.03%	331
2025 Q2	$535K	Buy	7,857 +5	+0.1%	+$347	0.03%	361
2025 Q1	$556K	Buy	7,852 +338	+4%	+$23K	0.03%	337
2024 Q4	$507K	Buy	7,514 +465	+7%	+$31.2K	0.03%	346
2024 Q3	$460K	Sell	7,049 -1,510	-18%	-$89.6K	0.03%	361
2024 Q2	$457K	Buy	8,559 +1,935	+29%	+$105K	0.03%	333
2024 Q1	$356K	Sell	6,624 -214	-3%	-$12.2K	0.04%	326
2023 Q4	$423K	Buy	6,838 +492	+8%	+$29.5K	0.05%	292
2023 Q3	$363K	Sell	6,346 -1,862	-23%	-$112K	0.05%	302
2023 Q2	$510K	Buy	8,208 +151	+2%	+$10.1K	0.06%	275
2023 Q1	$543K	Sell	8,057 -479	-6%	-$32.3K	0.06%	261
2022 Q4	$598K	Buy	+8,536	New	+$568K	0.08%	240

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

Meeder Advisory Services's XEL Position: Q1 2026 in Review

Meeder Advisory Services increased its Xcel Energy (XEL) stake by 5.6% in Q1 2026, buying an estimated $38.9K and bringing the position to 9,331 shares worth $741K. The position accounts for 0.03% of the portfolio, ranked #321.

Meeder Advisory Services first reported a position in XEL in Q4 2022 and has held it in 14 quarters since. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Meeder Advisory Services held 9,331 shares of Xcel Energy worth $741K as of Q1 2026.
Meeder Advisory Services bought 496 Xcel Energy shares in Q1 2026, an estimated $38.9K.
Xcel Energy made up 0.03% of Meeder Advisory Services's portfolio in Q1 2026, its #321 holding.
Meeder Advisory Services first reported a position in Xcel Energy in Q4 2022 and has held it in 14 quarters since.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.