North Ridge Wealth Advisors’s Xcel Energy XEL Stock Holding History

North Ridge Wealth 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	$108K	Hold	1,356	–	–	0.06%	62
2025 Q4	$100K	Hold	1,356	–	–	0.06%	61
2025 Q3	$109K	Hold	1,356	–	–	0.06%	64
2025 Q2	$92.3K	Hold	1,356	–	–	0.06%	60
2025 Q1	$96K	Hold	1,356	–	–	0.06%	57
2024 Q4	$91.6K	Buy	+1,356	New	+$91K	0.06%	58

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

North Ridge Wealth Advisors's XEL Position: Q1 2026 in Review

North Ridge Wealth Advisors held its Xcel Energy (XEL) position steady in Q1 2026 at 1,356 shares worth $108K. The position accounts for 0.06% of the portfolio, ranked #62.

North Ridge Wealth Advisors first reported a position in XEL in Q4 2024 and has held it in 6 quarters since. The position peaked at $109K in Q3 2025. 1,264 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

North Ridge Wealth Advisors held 1,356 shares of Xcel Energy worth $108K as of Q1 2026.
North Ridge Wealth Advisors left its Xcel Energy share count unchanged in Q1 2026.
Xcel Energy made up 0.06% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #62 holding.
North Ridge Wealth Advisors first reported a position in Xcel Energy in Q4 2024 and has held it in 6 quarters since.
North Ridge Wealth Advisors's Xcel Energy position peaked at $109K in Q3 2025.
1,264 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.