Mount Yale Investment Advisors’s Xcel Energy XEL Stock Holding History

Mount Yale 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	$4.07M	Buy	50,966 +17,961	+54%	+$1.41M	0.09%	219
2025 Q4	$2.46M	Sell	33,005 -1,762	-5%	-$139K	0.12%	169
2025 Q3	$2.82M	Buy	34,767 +28,645	+468%	+$2.07M	0.2%	121
2025 Q2	$417K	Buy	6,122 +1,767	+41%	+$123K	0.03%	381
2025 Q1	$308K	Sell	4,355 -321	-7%	-$21.9K	0.03%	426
2024 Q4	$316K	Buy	4,676 +711	+18%	+$47.7K	0.03%	429
2024 Q3	$259K	Hold	3,965	–	–	0.02%	478
2024 Q2	$212K	Buy	+3,965	New	+$216K	0.02%	511
2018 Q4	–	Sell	-300	Closed	-$15K	–	797
2018 Q3	$15K	Sell	300 -1,600	-84%	-$75.5K	﹤0.01%	824
2018 Q2	$87K	Hold	1,900	–	–	0.02%	508
2018 Q1	$86K	Buy	+1,900	New	+$84.7K	0.02%	500

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mount Yale Investment Advisors's XEL Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Xcel Energy (XEL) stake by 54% in Q1 2026, buying an estimated $1.41M and bringing the position to 50,966 shares worth $4.07M. The position accounts for 0.09% of the portfolio, ranked #219.

Mount Yale Investment Advisors first reported a position in XEL in Q1 2018 and has held it in 11 quarters since. 1,267 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Mount Yale Investment Advisors held 50,966 shares of Xcel Energy worth $4.07M as of Q1 2026.
Mount Yale Investment Advisors bought 17,961 Xcel Energy shares in Q1 2026, an estimated $1.41M.
Xcel Energy made up 0.09% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #219 holding.
Mount Yale Investment Advisors first reported a position in Xcel Energy in Q1 2018 and has held it in 11 quarters since.
1,267 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.