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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
2023
Q4 		– Hold
0
– -$572K – 605
2023
Q3 		– Hold
0
– – – 318
2023
Q2 		– Hold
0
– – – 261
2023
Q1 		– Hold
0
– – – 243
2022
Q4 		– Hold
0
– -$1.28M – 551
2022
Q3 		– Hold
0
– – – 152

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.