MFP
XEL icon

Meramec Financial Planners’s Xcel Energy XEL Stock Holding History

Meramec Financial Planners’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 		– Sell
-196
Closed -$14.9K – 552
2025
Q4 		$14.9K Buy
+196
New +$15.5K 0.01% 297

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $1.88T AUM 44.46% 1-Year Est. Return

Meramec Financial Planners's XEL Position: Q1 2026 in Review

Meramec Financial Planners sold out of Xcel Energy (XEL) in Q1 2026, closing a stake of 196 shares — an estimated $14.9K sold.

Meramec Financial Planners first reported a position in XEL in Q4 2025 and held it in 1 quarter. The position peaked at $14.9K in Q4 2025. 1,275 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Meramec Financial Planners reported no remaining Xcel Energy position as of Q1 2026 after selling out during the quarter.
  • Meramec Financial Planners sold 196 Xcel Energy shares in Q1 2026, an estimated $14.9K.
  • Meramec Financial Planners first reported a position in Xcel Energy in Q4 2025 and held it in 1 quarter.
  • Meramec Financial Planners's Xcel Energy position peaked at $14.9K in Q4 2025.
  • 1,275 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Meramec Financial Planners's 13F filing for Q1 2026, filed 27 Apr 2026.