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XEL icon

NewEdge Advisors’s Xcel Energy XEL Stock Holding History

NewEdge 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 		$8.03M Buy
101,144
+11,918
+13% +$935K 0.03% 516
2025
Q4 		$6.59M Sell
89,226
-21,247
-19% -$1.68M 0.02% 562
2025
Q3 		$8.91M Buy
110,473
+43,997
+66% +$3.18M 0.04% 429
2025
Q2 		$4.53M Buy
66,476
+1,374
+2% +$95.3K 0.02% 605
2025
Q1 		$4.61M Buy
65,102
+2,391
+4% +$163K 0.03% 532
2024
Q4 		$4.23M Sell
62,711
-3,241
-5% -$217K 0.03% 557
2024
Q3 		$4.31M Sell
65,952
-5,900
-8% -$350K 0.03% 534
2024
Q2 		$3.84M Sell
71,852
-2,506
-3% -$136K 0.03% 531
2024
Q1 		$4M Sell
74,358
-6,633
-8% -$379K 0.03% 457
2023
Q4 		$4.99M Sell
80,991
-710
-0.9% -$42.6K 0.05% 353
2023
Q3 		$4.67M Sell
81,701
-16,386
-17% -$985K 0.05% 334
2023
Q2 		$6.1M Sell
98,087
-3,685
-4% -$246K 0.07% 283
2023
Q1 		$6.86M Buy
101,772
+169
+0.2% +$11.4K 0.09% 235
2022
Q4 		$475K Sell
101,603
-5,558
-5% -$370K 0.01% 807
2022
Q3 		$6.86M Buy
107,161
+33,312
+45% +$2.43M 0.11% 190
2022
Q2 		$5.23M Buy
73,849
+1,428
+2% +$104K 0.09% 228
2022
Q1 		$5.23M Buy
72,421
+3,709
+5% +$255K 0.08% 234
2021
Q4 		$4.65M Sell
68,712
-314
-0.5% -$20.5K 0.07% 264
2021
Q3 		$4.31M Sell
69,026
-1,416
-2% -$95.7K 0.11% 191
2021
Q2 		$4.64M Buy
70,442
+1,168
+2% +$81.3K 0.12% 177
2021
Q1 		$4.61M Sell
69,274
-3,619
-5% -$229K 0.14% 161
2020
Q4 		$4.86M Sell
72,893
-10,135
-12% -$706K 0.16% 137
2020
Q3 		$5.73M Buy
83,028
+10,323
+14% +$704K 0.2% 109
2020
Q2 		$4.54M Buy
72,705
+2,182
+3% +$138K 0.18% 122
2020
Q1 		$4.25M Buy
70,523
+325
+0.5% +$21.2K 0.2% 115
2019
Q4 		$4.46M Sell
70,198
-2,803
-4% -$175K 0.18% 132
2019
Q3 		$4.73M Buy
73,001
+5,490
+8% +$342K 0.21% 110
2019
Q2 		$4.02M Buy
67,511
+3,634
+6% +$209K 0.25% 104
2019
Q1 		$3.59M Buy
63,877
+14,807
+30% +$788K 0.23% 107
2018
Q4 		$2.42K Buy
49,070
+23,364
+91% +$1.17M 0.16% 130
2018
Q3 		$1.21M Buy
25,706
+8,441
+49% +$399K 0.09% 206
2018
Q2 		$798 Buy
17,265
+1,251
+8% +$56K 0.07% 235
2018
Q1 		$720K Buy
16,014
+13
+0.1% +$579 0.08% 225
2017
Q4 		$754K Sell
16,001
-115
-0.7% -$5.71K 0.1% 194
2017
Q3 		$767K Sell
16,116
-131
-0.8% -$6.29K 0.12% 174
2017
Q2 		$740K Buy
16,247
+3,416
+27% +$157K 0.13% 156
2017
Q1 		$573K Sell
12,831
-1,553
-11% -$65.8K 0.13% 152
2016
Q4 		$585K Buy
14,384
+1,339
+10% +$53.5K 0.16% 135
2016
Q3 		$537K Buy
13,045
+3,243
+33% +$139K 0.17% 115
2016
Q2 		$438K Buy
+9,802
New +$406K 0.18% 106
2015
Q3 		– Sell
-17,973
Closed -$578K – 67
2015
Q2 		$578K Buy
17,973
+1,152
+7% +$38.8K 0.49% 52
2015
Q1 		$586K Buy
+16,821
New +$601K 0.42% 56

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

NewEdge Advisors's XEL Position: Q1 2026 in Review

NewEdge Advisors increased its Xcel Energy (XEL) stake by 13% in Q1 2026, buying an estimated $935K and bringing the position to 101,144 shares worth $8.03M. The position accounts for 0.03% of the portfolio, ranked #516.

NewEdge Advisors first reported a position in XEL in Q1 2015 and has held it in 42 quarters since. The position peaked at $8.91M in Q3 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • NewEdge Advisors held 101,144 shares of Xcel Energy worth $8.03M as of Q1 2026.
  • NewEdge Advisors bought 11,918 Xcel Energy shares in Q1 2026, an estimated $935K.
  • Xcel Energy made up 0.03% of NewEdge Advisors's portfolio in Q1 2026, its #516 holding.
  • NewEdge Advisors first reported a position in Xcel Energy in Q1 2015 and has held it in 42 quarters since.
  • NewEdge Advisors's Xcel Energy position peaked at $8.91M in Q3 2025.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.