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Moneta Group Investment Advisors’s Xcel Energy XEL Stock Holding History

Moneta Group Investment Advisors’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 		$278K Buy
3,498
+492
+16% +$38.6K ﹤0.01% 649
2025
Q4 		$222K Sell
3,006
-843
-22% -$66.5K ﹤0.01% 738
2025
Q3 		$310K Buy
3,849
+152
+4% +$11K ﹤0.01% 608
2025
Q2 		$252K Buy
3,697
+61
+2% +$4.23K ﹤0.01% 610
2025
Q1 		$257K Sell
3,636
-265
-7% -$18K ﹤0.01% 559
2024
Q4 		$263K Buy
3,901
+256
+7% +$17.2K ﹤0.01% 567
2024
Q3 		$238K Sell
3,645
-154
-4% -$9.13K ﹤0.01% 577
2024
Q2 		$203K Buy
+3,799
New +$207K ﹤0.01% 576
2024
Q1 		– Sell
-5,040
Closed -$312K – 635
2023
Q4 		$312K Buy
5,040
+551
+12% +$33.1K 0.01% 437
2023
Q3 		$257K Buy
4,489
+1,081
+32% +$65K 0.01% 434
2023
Q2 		$212K Sell
3,408
-825
-19% -$55.1K ﹤0.01% 501
2023
Q1 		$285K Sell
4,233
-3,140
-43% -$212K 0.01% 421
2022
Q4 		$507K Buy
+7,373
New +$491K 0.01% 293
2022
Q2 		– Sell
-3,478
Closed -$251K – 507
2022
Q1 		$251K Sell
3,478
-422
-11% -$29K 0.01% 383
2021
Q4 		$264K Sell
3,900
-292
-7% -$19K 0.01% 404
2021
Q3 		$262K Sell
4,192
-28
-0.7% -$1.89K 0.01% 386
2021
Q2 		$278K Buy
4,220
+10
+0.2% +$696 0.01% 379
2021
Q1 		$280K Sell
4,210
-290
-6% -$18.3K 0.01% 348
2020
Q4 		$300K Buy
4,500
+1,254
+39% +$87.4K 0.02% 256
2020
Q3 		$224K Buy
+3,246
New +$221K 0.02% 245
2018
Q1 		– Sell
-15
Closed -$1K – 730
2017
Q4 		$1K Buy
+15
New +$744 ﹤0.01% 445
2015
Q4 		– Sell
-254
Closed -$9K – 429
2015
Q3 		$9K Buy
+254
New +$8.64K ﹤0.01% 437

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

Moneta Group Investment Advisors's XEL Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Xcel Energy (XEL) stake by 16% in Q1 2026, buying an estimated $38.6K and bringing the position to 3,498 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Moneta Group Investment Advisors first reported a position in XEL in Q3 2015 and has held it in 22 quarters since. The position peaked at $507K in Q4 2022. 1,265 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Moneta Group Investment Advisors held 3,498 shares of Xcel Energy worth $278K as of Q1 2026.
  • Moneta Group Investment Advisors bought 492 Xcel Energy shares in Q1 2026, an estimated $38.6K.
  • Xcel Energy made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #649 holding.
  • Moneta Group Investment Advisors first reported a position in Xcel Energy in Q3 2015 and has held it in 22 quarters since.
  • Moneta Group Investment Advisors's Xcel Energy position peaked at $507K in Q4 2022.
  • 1,265 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.