Mutual Advisors’s Xcel Energy XEL Stock Holding History

Mutual 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	$242K	Sell	3,048 -4	-0.1%	-$314	0.01%	1205
2025 Q4	$225K	Buy	3,052 +52	+2%	+$4.1K	﹤0.01%	1211
2025 Q3	$241K	Sell	3,000 -114	-4%	-$8.25K	0.01%	1148
2025 Q2	$226K	Buy	3,114 +172	+6%	+$11.9K	0.01%	1088
2025 Q1	$203K	Buy	+2,942	New	+$200K	0.01%	1028
2024 Q3	–	Sell	-3,955	Closed	-$228K	–	1166
2024 Q2	$228K	Sell	3,955 -1,188	-23%	-$64.6K	0.01%	989
2024 Q1	$276K	Buy	5,143 +1,437	+39%	+$82.1K	0.01%	895
2023 Q4	$229K	Sell	3,706 -1,022	-22%	-$61.3K	0.01%	916
2023 Q3	$271K	Buy	4,728 +1,152	+32%	+$69.2K	0.01%	814
2023 Q2	$222K	Sell	3,576 -5,067	-59%	-$338K	0.01%	913
2023 Q1	$583K	Buy	8,643 +75	+0.9%	+$5.06K	0.02%	577
2022 Q4	$601K	Buy	8,568 +31	+0.4%	+$2.06K	0.03%	540
2022 Q3	$546K	Buy	8,537 +1,086	+15%	+$79.1K	0.03%	536
2022 Q2	$527K	Sell	7,451 -199	-3%	-$14.5K	0.03%	518
2022 Q1	$552K	Buy	7,650 +1	+0%	+$69	0.03%	545
2021 Q4	$518K	Buy	7,649 +1	+0%	+$65	0.03%	572
2021 Q3	$478K	Buy	7,648 +1	+0%	+$68	0.03%	555
2021 Q2	$504K	Buy	7,647 +33	+0.4%	+$2.3K	0.03%	517
2021 Q1	$506K	Buy	+7,614	New	+$481K	0.03%	481

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 $298B AUM 21.96% 1-Year Est. Return

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

Mutual Advisors's XEL Position: Q1 2026 in Review

Mutual Advisors reduced its Xcel Energy (XEL) stake by 0.13% in Q1 2026, selling an estimated $314 and leaving 3,048 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #1205.

Mutual Advisors first reported a position in XEL in Q1 2021 and has held it in 19 quarters since. The position peaked at $601K in Q4 2022. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Mutual Advisors held 3,048 shares of Xcel Energy worth $242K as of Q1 2026.
Mutual Advisors sold 4 Xcel Energy shares in Q1 2026, an estimated $314.
Xcel Energy made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1205 holding.
Mutual Advisors first reported a position in Xcel Energy in Q1 2021 and has held it in 19 quarters since.
Mutual Advisors's Xcel Energy position peaked at $601K in Q4 2022.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.