MAM
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Mystic Asset Management’s Xcel Energy XEL Stock Holding History

Mystic Asset 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 		$266K Hold
3,352
– – 0.06% 198
2025
Q4 		$248K Hold
3,352
– – 0.06% 203
2025
Q3 		$270K Hold
3,352
– – 0.06% 198
2025
Q2 		$228K Hold
3,352
– – 0.06% 210
2025
Q1 		$237K Hold
3,352
– – 0.06% 209
2024
Q4 		$226K Buy
+3,352
New +$225K 0.06% 206
2022
Q1 		– Sell
-1,975
Closed -$133K – 413
2021
Q4 		$133K Buy
+1,975
New +$129K 0.06% 178

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

Mystic Asset Management's XEL Position: Q1 2026 in Review

Mystic Asset Management held its Xcel Energy (XEL) position steady in Q1 2026 at 3,352 shares worth $266K. The position accounts for 0.06% of the portfolio, ranked #198.

Mystic Asset Management first reported a position in XEL in Q4 2021 and has held it in 7 quarters since. The position peaked at $270K in Q3 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Mystic Asset Management held 3,352 shares of Xcel Energy worth $266K as of Q1 2026.
  • Mystic Asset Management left its Xcel Energy share count unchanged in Q1 2026.
  • Xcel Energy made up 0.06% of Mystic Asset Management's portfolio in Q1 2026, its #198 holding.
  • Mystic Asset Management first reported a position in Xcel Energy in Q4 2021 and has held it in 7 quarters since.
  • Mystic Asset Management's Xcel Energy position peaked at $270K in Q3 2025.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Mystic Asset Management's 13F filing for Q1 2026, filed 8 May 2026.