NewEdge Wealth’s Xcel Energy XEL Stock Holding History

NewEdge Wealth’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	$834K	Sell	10,497 -4,054	-28%	-$318K	0.01%	670
2025 Q4	$1.07M	Buy	14,551 +4,010	+38%	+$316K	0.01%	609
2025 Q3	$856K	Buy	10,541 +6,958	+194%	+$503K	0.01%	600
2025 Q2	$262K	Sell	3,583 -273	-7%	-$18.9K	﹤0.01%	868
2025 Q1	$273K	Buy	3,856 +62	+2%	+$4.22K	﹤0.01%	792
2024 Q4	$256K	Buy	3,794 +133	+4%	+$8.92K	﹤0.01%	805
2024 Q3	$239K	Buy	+3,661	New	+$217K	﹤0.01%	787

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

NewEdge Wealth's XEL Position: Q1 2026 in Review

NewEdge Wealth reduced its Xcel Energy (XEL) stake by 28% in Q1 2026, selling an estimated $318K and leaving 10,497 shares worth $834K. The position accounts for 0.01% of the portfolio, ranked #670.

NewEdge Wealth first reported a position in XEL in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.07M in Q4 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

NewEdge Wealth held 10,497 shares of Xcel Energy worth $834K as of Q1 2026.
NewEdge Wealth sold 4,054 Xcel Energy shares in Q1 2026, an estimated $318K.
Xcel Energy made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #670 holding.
NewEdge Wealth first reported a position in Xcel Energy in Q3 2024 and has held it in 7 quarters since.
NewEdge Wealth's Xcel Energy position peaked at $1.07M in Q4 2025.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

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