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XEL icon

Navellier & Associates’s Xcel Energy XEL Stock Holding History

Navellier & Associates’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 		$2.68M Sell
33,746
-1,570
-4% -$123K 0.28% 87
2025
Q4 		$2.61M Sell
35,316
-3,416
-9% -$269K 0.29% 88
2025
Q3 		$3.12M Buy
38,732
+514
+1% +$37.2K 0.32% 81
2025
Q2 		$2.6M Sell
38,218
-365
-0.9% -$25.3K 0.32% 84
2025
Q1 		$2.74M Buy
+38,583
New +$2.63M 0.38% 73

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

Navellier & Associates's XEL Position: Q1 2026 in Review

Navellier & Associates reduced its Xcel Energy (XEL) stake by 4.4% in Q1 2026, selling an estimated $123K and leaving 33,746 shares worth $2.68M. The position accounts for 0.28% of the portfolio, ranked #87.

Navellier & Associates first reported a position in XEL in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.12M in Q3 2025. 1,265 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Navellier & Associates held 33,746 shares of Xcel Energy worth $2.68M as of Q1 2026.
  • Navellier & Associates sold 1,570 Xcel Energy shares in Q1 2026, an estimated $123K.
  • Xcel Energy made up 0.28% of Navellier & Associates's portfolio in Q1 2026, its #87 holding.
  • Navellier & Associates first reported a position in Xcel Energy in Q1 2025 and has held it in 5 quarters since.
  • Navellier & Associates's Xcel Energy position peaked at $3.12M in Q3 2025.
  • 1,265 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Navellier & Associates's 13F filing for Q1 2026, filed 7 May 2026.