Meyer Handelman Company’s Xcel Energy XEL Stock Holding History

Meyer Handelman Company’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	$3.88M	Sell	48,821 -235	-0.5%	-$18.4K	0.12%	105
2025 Q4	$3.62M	Sell	49,056 -60	-0.1%	-$4.73K	0.11%	107
2025 Q3	$3.96M	Sell	49,116 -2,765	-5%	-$200K	0.13%	108
2025 Q2	$3.53M	Sell	51,881 -125	-0.2%	-$8.67K	0.12%	111
2025 Q1	$3.68M	Sell	52,006 -1,670	-3%	-$114K	0.13%	110
2024 Q4	$3.62M	Sell	53,676 -1,698	-3%	-$114K	0.13%	111
2024 Q3	$3.62M	Sell	55,374 -2,526	-4%	-$150K	0.12%	112
2024 Q2	$3.09M	Sell	57,900 -970	-2%	-$52.8K	0.11%	119
2024 Q1	$3.16M	Sell	58,870 -475	-0.8%	-$27.1K	0.11%	118
2023 Q4	$3.67M	Sell	59,345 -5,335	-8%	-$320K	0.14%	111
2023 Q3	$3.7M	Hold	64,680	–	–	0.15%	112
2023 Q2	$4.02M	Buy	64,680 +3,595	+6%	+$240K	0.16%	106
2023 Q1	$4.12M	Sell	61,085 -3,640	-6%	-$246K	0.17%	106
2022 Q4	$4.54M	Hold	64,725	–	–	0.19%	104
2022 Q3	$4.14M	Hold	64,725	–	–	0.19%	105
2022 Q2	$4.58M	Sell	64,725 -3,206	-5%	-$233K	0.2%	104
2022 Q1	$4.9M	Buy	67,931 +1,844	+3%	+$127K	0.19%	106
2021 Q4	$4.47M	Buy	66,087 +4,066	+7%	+$265K	0.17%	106
2021 Q3	$3.88M	Hold	62,021	–	–	0.16%	109
2021 Q2	$4.09M	Hold	62,021	–	–	0.16%	105
2021 Q1	$4.13M	Hold	62,021	–	–	0.17%	105
2020 Q4	$4.13M	Buy	62,021 +7,700	+14%	+$537K	0.19%	102
2020 Q3	$3.75M	Sell	54,321 -4,000	-7%	-$273K	0.19%	97
2020 Q2	$3.65M	Sell	58,321 -6,200	-10%	-$391K	0.19%	97
2020 Q1	$3.89M	Hold	64,521	–	–	0.24%	88
2019 Q4	$4.1M	Sell	64,521 -1,800	-3%	-$113K	0.2%	99
2019 Q3	$4.3M	Hold	66,321	–	–	0.22%	94
2019 Q2	$3.94M	Sell	66,321 -2,800	-4%	-$161K	0.2%	102
2019 Q1	$3.87M	Hold	69,121	–	–	0.2%	99
2018 Q4	$3.41M	Hold	69,121	–	–	0.19%	99
2018 Q3	$3.26M	Sell	69,121 -5,000	-7%	-$236K	0.16%	107
2018 Q2	$3.39M	Hold	74,121	–	–	0.17%	103
2018 Q1	$3.37M	Hold	74,121	–	–	0.17%	110
2017 Q4	$3.57M	Hold	74,121	–	–	0.17%	109
2017 Q3	$3.51M	Hold	74,121	–	–	0.16%	108
2017 Q2	$3.4M	Hold	74,121	–	–	0.14%	109
2017 Q1	$3.29M	Hold	74,121	–	–	0.14%	109
2016 Q4	$3.02M	Hold	74,121	–	–	0.13%	114
2016 Q3	$3.05M	Hold	74,121	–	–	0.14%	111
2016 Q2	$3.32M	Sell	74,121 -12,041	-14%	-$498K	0.15%	108
2016 Q1	$3.6M	Sell	86,162 -4,012	-4%	-$156K	0.17%	105
2015 Q4	$3.24M	Hold	90,174	–	–	0.15%	108
2015 Q3	$3.19M	Hold	90,174	–	–	0.16%	109
2015 Q2	$2.9M	Hold	90,174	–	–	0.13%	112
2015 Q1	$3.14M	Hold	90,174	–	–	0.14%	107
2014 Q4	$3.24M	Sell	90,174 -7	-0%	-$235	0.15%	107
2014 Q3	$2.74M	Hold	90,181	–	–	0.13%	109
2014 Q2	$2.91M	Buy	90,181 +1,000	+1%	+$31K	0.13%	106
2014 Q1	$2.71M	Sell	89,181 -716	-0.8%	-$20.9K	0.13%	108
2013 Q4	$2.51M	Sell	89,897 -2,400	-3%	-$67.8K	0.12%	111
2013 Q3	$2.55M	Hold	92,297	–	–	0.14%	107
2013 Q2	$2.62M	Buy	+92,297	New	+$2.76M	0.14%	104

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

Meyer Handelman Company's XEL Position: Q1 2026 in Review

Meyer Handelman Company reduced its Xcel Energy (XEL) stake by 0.48% in Q1 2026, selling an estimated $18.4K and leaving 48,821 shares worth $3.88M. The position accounts for 0.12% of the portfolio, ranked #105.

Meyer Handelman Company first reported a position in XEL in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.9M in Q1 2022. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Meyer Handelman Company held 48,821 shares of Xcel Energy worth $3.88M as of Q1 2026.
Meyer Handelman Company sold 235 Xcel Energy shares in Q1 2026, an estimated $18.4K.
Xcel Energy made up 0.12% of Meyer Handelman Company's portfolio in Q1 2026, its #105 holding.
Meyer Handelman Company first reported a position in Xcel Energy in Q2 2013 and has held it in 52 quarters since.
Meyer Handelman Company's Xcel Energy position peaked at $4.9M in Q1 2022.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Meyer Handelman Company's 13F filing for Q1 2026, filed 20 Apr 2026.