MWM
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Modern Wealth Management’s Xcel Energy XEL Stock Holding History

Modern 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 		$1.5M Buy
18,845
+3,427
+22% +$269K 0.03% 343
2025
Q4 		$1.14M Buy
15,418
+1,666
+12% +$131K 0.02% 387
2025
Q3 		$1.11M Buy
13,752
+5,019
+57% +$363K 0.02% 373
2025
Q2 		$595K Buy
8,733
+227
+3% +$15.7K 0.01% 451
2025
Q1 		$602K Buy
8,506
+259
+3% +$17.6K 0.02% 383
2024
Q4 		$557K Buy
8,247
+398
+5% +$26.7K 0.02% 345
2024
Q3 		$513K Buy
7,849
+66
+0.8% +$3.92K 0.03% 249
2024
Q2 		$416K Buy
7,783
+380
+5% +$20.7K 0.03% 255
2024
Q1 		$398K Buy
7,403
+640
+9% +$36.5K 0.04% 203
2023
Q4 		$419K Buy
+6,763
New +$406K 0.05% 107

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

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

Modern Wealth Management increased its Xcel Energy (XEL) stake by 22% in Q1 2026, buying an estimated $269K and bringing the position to 18,845 shares worth $1.5M. The position accounts for 0.03% of the portfolio, ranked #343.

Modern Wealth Management first reported a position in XEL in Q4 2023 and has held it in 10 quarters since. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Modern Wealth Management held 18,845 shares of Xcel Energy worth $1.5M as of Q1 2026.
  • Modern Wealth Management bought 3,427 Xcel Energy shares in Q1 2026, an estimated $269K.
  • Xcel Energy made up 0.03% of Modern Wealth Management's portfolio in Q1 2026, its #343 holding.
  • Modern Wealth Management first reported a position in Xcel Energy in Q4 2023 and has held it in 10 quarters since.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.