Mirabella Financial Services’s Xcel Energy XEL Stock Holding History

Mirabella Financial 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	–	Sell	-6,900	Closed	-$510K	–	1203
2025 Q4	$510K	Buy	+6,900	New	+$544K	0.05%	252
2024 Q1	–	Sell	-120,690	Closed	-$7.47M	–	733
2023 Q4	$7.47M	Buy	120,690 +85,730	+245%	+$5.14M	1%	34
2023 Q3	$2M	Buy	34,960 +22,291	+176%	+$1.34M	0.28%	101
2023 Q2	$788K	Buy	+12,669	New	+$846K	0.09%	238
2021 Q4	–	Sell	-4,874	Closed	-$305K	–	629
2021 Q3	$305K	Buy	4,874 +511	+12%	+$34.5K	0.04%	314
2021 Q2	$287K	Buy	+4,363	New	+$304K	0.05%	215

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mirabella Financial Services's XEL Position: Q1 2026 in Review

Mirabella Financial Services sold out of Xcel Energy (XEL) in Q1 2026, closing a stake of 6,900 shares — an estimated $510K sold.

Mirabella Financial Services first reported a position in XEL in Q2 2021 and held it in 6 quarters. The position peaked at $7.47M in Q4 2023. 1,271 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Mirabella Financial Services reported no remaining Xcel Energy position as of Q1 2026 after selling out during the quarter.
Mirabella Financial Services sold 6,900 Xcel Energy shares in Q1 2026, an estimated $510K.
Mirabella Financial Services first reported a position in Xcel Energy in Q2 2021 and held it in 6 quarters.
Mirabella Financial Services's Xcel Energy position peaked at $7.47M in Q4 2023.
1,271 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.