MWM
XEL icon

Mission Wealth Management’s Xcel Energy XEL Stock Holding History

Mission Wealth Management’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 		$1.05M Sell
13,273
-293
-2% -$23K 0.02% 322
2025
Q4 		$1M Sell
13,566
-11
-0.1% -$868 0.02% 333
2025
Q3 		$1.09M Sell
13,577
-566
-4% -$40.9K 0.02% 315
2025
Q2 		$963K Buy
14,143
+249
+2% +$17.3K 0.02% 334
2025
Q1 		$984K Sell
13,894
-629
-4% -$42.8K 0.02% 305
2024
Q4 		$981K Buy
14,523
+917
+7% +$61.5K 0.02% 292
2024
Q3 		$888K Sell
13,606
-4,870
-26% -$289K 0.02% 317
2024
Q2 		$987K Sell
18,476
-6,053
-25% -$329K 0.03% 270
2024
Q1 		$1.32M Sell
24,529
-14,438
-37% -$824K 0.03% 234
2023
Q4 		$2.41M Buy
38,967
+3,330
+9% +$200K 0.08% 127
2023
Q3 		$2.04M Sell
35,637
-2,208
-6% -$133K 0.08% 133
2023
Q2 		$2.35M Sell
37,845
-8,108
-18% -$541K 0.09% 116
2023
Q1 		$3.1M Sell
45,953
-209
-0.5% -$14.1K 0.13% 90
2022
Q4 		$3.24M Sell
46,162
-7,090
-13% -$472K 0.15% 83
2022
Q3 		$3.41M Buy
53,252
+1,329
+3% +$96.7K 0.18% 79
2022
Q2 		$3.67M Buy
51,923
+7,736
+18% +$563K 0.19% 70
2022
Q1 		$3.19M Buy
44,187
+25,484
+136% +$1.75M 0.15% 84
2021
Q4 		$1.27M Buy
18,703
+13,471
+257% +$878K 0.06% 167
2021
Q3 		$327K Hold
5,232
– – 0.02% 392
2021
Q2 		$345K Sell
5,232
-52
-1% -$3.62K 0.02% 364
2021
Q1 		$351K Buy
5,284
+35
+0.7% +$2.21K 0.02% 328
2020
Q4 		$350K Hold
5,249
– – 0.02% 314
2020
Q3 		$362K Sell
5,249
-1,000
-16% -$68.2K 0.03% 245
2020
Q2 		$391K Buy
6,249
+17
+0.3% +$1.07K 0.03% 211
2020
Q1 		$376K Buy
6,232
+1,250
+25% +$81.5K 0.04% 187
2019
Q4 		$316K Buy
4,982
+412
+9% +$25.8K 0.03% 245
2019
Q3 		$297K Buy
4,570
+300
+7% +$18.7K 0.03% 236
2019
Q2 		$254K Sell
4,270
-555
-12% -$31.9K 0.03% 260
2019
Q1 		$271K Buy
+4,825
New +$257K 0.03% 245

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mission Wealth Management's XEL Position: Q1 2026 in Review

Mission Wealth Management reduced its Xcel Energy (XEL) stake by 2.2% in Q1 2026, selling an estimated $23K and leaving 13,273 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #322.

Mission Wealth Management first reported a position in XEL in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.67M in Q2 2022. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Mission Wealth Management held 13,273 shares of Xcel Energy worth $1.05M as of Q1 2026.
  • Mission Wealth Management sold 293 Xcel Energy shares in Q1 2026, an estimated $23K.
  • Xcel Energy made up 0.02% of Mission Wealth Management's portfolio in Q1 2026, its #322 holding.
  • Mission Wealth Management first reported a position in Xcel Energy in Q1 2019 and has held it in 29 quarters since.
  • Mission Wealth Management's Xcel Energy position peaked at $3.67M in Q2 2022.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.