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MilWealth Group’s Xcel Energy XEL Stock Holding History

MilWealth Group’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
-148
Closed -$10.9K – 84
2025
Q4 		$10.9K Hold
148
– – ﹤0.01% 63
2025
Q3 		$11.9K Hold
148
– – ﹤0.01% 60
2025
Q2 		$10.1K Hold
148
– – ﹤0.01% 60
2025
Q1 		$10.5K Hold
148
– – ﹤0.01% 60
2024
Q4 		$9.99K Hold
148
– – ﹤0.01% 82
2024
Q3 		$9.66K Hold
148
– – ﹤0.01% 60
2024
Q2 		$7.91K Sell
148
-312
-68% -$17K ﹤0.01% 58
2024
Q1 		$24.7K Hold
460
– – 0.01% 50
2023
Q4 		$28.5K Hold
460
– – 0.01% 49
2023
Q3 		$26.3K Buy
+460
New +$27.6K 0.01% 49

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 $3.37T AUM 44.26% 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

MilWealth Group's XEL Position: Q1 2026 in Review

MilWealth Group sold out of Xcel Energy (XEL) in Q1 2026, closing a stake of 148 shares — an estimated $10.9K sold.

MilWealth Group first reported a position in XEL in Q3 2023 and held it in 10 quarters. The position peaked at $28.5K in Q4 2023. 1,273 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • MilWealth Group reported no remaining Xcel Energy position as of Q1 2026 after selling out during the quarter.
  • MilWealth Group sold 148 Xcel Energy shares in Q1 2026, an estimated $10.9K.
  • MilWealth Group first reported a position in Xcel Energy in Q3 2023 and held it in 10 quarters.
  • MilWealth Group's Xcel Energy position peaked at $28.5K in Q4 2023.
  • 1,273 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on MilWealth Group's 13F filing for Q1 2026, filed 1 May 2026.