Nisa Investment Advisors
XEL icon

Nisa Investment Advisors’s Xcel Energy XEL Stock Holding History

Nisa Investment 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 		$4.84M Sell
60,510
-2,087
-3% -$164K 0.02% 391
2025
Q4 		$4.66M Buy
62,597
+9,522
+18% +$751K 0.02% 432
2025
Q3 		$4.31M Sell
53,075
-7,434
-12% -$538K 0.02% 434
2025
Q2 		$4.16M Sell
60,509
-1,007
-2% -$69.8K 0.02% 454
2025
Q1 		$4.39M Buy
61,516
+5,497
+10% +$374K 0.02% 443
2024
Q4 		$3.78M Sell
56,019
-5,516
-9% -$370K 0.01% 517
2024
Q3 		$4.05M Sell
61,535
-3,686
-6% -$219K 0.02% 478
2024
Q2 		$3.52M Sell
65,221
-403
-0.6% -$21.9K 0.02% 521
2024
Q1 		$3.56M Buy
65,624
+3,034
+5% +$173K 0.02% 542
2023
Q4 		$3.87M Buy
62,590
+2,740
+5% +$164K 0.03% 475
2023
Q3 		$3.42M Buy
59,850
+4,799
+9% +$288K 0.03% 513
2023
Q2 		$3.42M Sell
55,051
-1,454
-3% -$97.1K 0.03% 523
2023
Q1 		$3.81M Buy
56,505
+514
+0.9% +$34.7K 0.03% 487
2022
Q4 		$3.93M Buy
55,991
+625
+1% +$41.6K 0.03% 513
2022
Q3 		$3.55M Sell
55,366
-15,279
-22% -$1.11M 0.03% 475
2022
Q2 		$5M Hold
70,645
– – 0.04% 368
2022
Q1 		$5.1M Sell
70,645
-5,200
-7% -$357K 0.04% 420
2021
Q4 		$5.28M Sell
75,845
-5,095
-6% -$332K 0.04% 386
2021
Q3 		$5.06K Buy
80,940
+11,400
+16% +$770K 0.03% 438
2021
Q2 		$4.58K Sell
69,540
-21,530
-24% -$1.5M 0.03% 470
2021
Q1 		$6.06K Buy
91,070
+2,750
+3% +$174K 0.04% 398
2020
Q4 		$5.89M Sell
88,320
-5,700
-6% -$397K 0.04% 398
2020
Q3 		$6.49M Sell
94,020
-23,917
-20% -$1.63M 0.05% 311
2020
Q2 		$7.37M Buy
117,937
+22,817
+24% +$1.44M 0.07% 264
2020
Q1 		$5.74M Sell
95,120
-2,400
-2% -$156K 0.06% 275
2019
Q4 		$6.19M Sell
97,520
-1,600
-2% -$100K 0.05% 324
2019
Q3 		$6.43M Sell
99,120
-2,505
-2% -$156K 0.06% 311
2019
Q2 		$6.05M Buy
101,625
+1,555
+2% +$89.4K 0.06% 321
2019
Q1 		$5.63M Buy
100,070
+9,850
+11% +$524K 0.05% 336
2018
Q4 		$4.45M Sell
90,220
-11,000
-11% -$552K 0.05% 349
2018
Q3 		$4.78M Sell
101,220
-5,450
-5% -$257K 0.04% 385
2018
Q2 		$4.87M Buy
106,670
+22,680
+27% +$1.02M 0.05% 358
2018
Q1 		$3.8M Sell
83,990
-15,600
-16% -$695K 0.04% 418
2017
Q4 		$4.79M Sell
99,590
-9,150
-8% -$454K 0.05% 347
2017
Q3 		$5.15M Buy
108,740
+14,750
+16% +$708K 0.06% 318
2017
Q2 		$4.32M Sell
93,990
-3,050
-3% -$140K 0.05% 360
2017
Q1 		$4.31M Buy
97,040
+6,350
+7% +$269K 0.05% 362
2016
Q4 		$3.69M Buy
90,690
+39,625
+78% +$1.58M 0.04% 394
2016
Q3 		$2.1M Buy
51,065
+4,300
+9% +$184K 0.03% 565
2016
Q2 		$2.09M Buy
46,765
+5,365
+13% +$222K 0.03% 541
2016
Q1 		$1.73M Sell
41,400
-800
-2% -$31.2K 0.02% 581
2015
Q4 		$1.51M Sell
42,200
-20,000
-32% -$714K 0.02% 618
2015
Q3 		$2.19M Sell
62,200
-37,600
-38% -$1.28M 0.03% 505
2015
Q2 		$3.21M Buy
99,800
+51,200
+105% +$1.72M 0.05% 404
2015
Q1 		$1.69M Sell
48,600
-19,200
-28% -$687K 0.02% 625
2014
Q4 		$2.44M Sell
67,800
-3,000
-4% -$101K 0.03% 515
2014
Q3 		$2.15M Buy
70,800
+5,800
+9% +$181K 0.03% 538
2014
Q2 		$2.1M Sell
65,000
-44,200
-40% -$1.37M 0.03% 561
2014
Q1 		$3.31M Buy
109,200
+39,300
+56% +$1.15M 0.05% 383
2013
Q4 		$1.95M Sell
69,900
-42,400
-38% -$1.2M 0.03% 556
2013
Q3 		$3.1M Buy
112,300
+59,900
+114% +$1.71M 0.05% 388
2013
Q2 		$1.49M Buy
+52,400
New +$1.57M 0.02% 619

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nisa Investment Advisors's XEL Position: Q1 2026 in Review

Nisa Investment Advisors reduced its Xcel Energy (XEL) stake by 3.3% in Q1 2026, selling an estimated $164K and leaving 60,510 shares worth $4.84M. The position accounts for 0.02% of the portfolio, ranked #391.

Nisa Investment Advisors first reported a position in XEL in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.37M in Q2 2020. 1,268 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Nisa Investment Advisors held 60,510 shares of Xcel Energy worth $4.84M as of Q1 2026.
  • Nisa Investment Advisors sold 2,087 Xcel Energy shares in Q1 2026, an estimated $164K.
  • Xcel Energy made up 0.02% of Nisa Investment Advisors's portfolio in Q1 2026, its #391 holding.
  • Nisa Investment Advisors first reported a position in Xcel Energy in Q2 2013 and has held it in 52 quarters since.
  • Nisa Investment Advisors's Xcel Energy position peaked at $7.37M in Q2 2020.
  • 1,268 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.