North Star Investment Management’s Xcel Energy XEL Stock Holding History

North Star Investment Management’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	$50.1K	Sell	631 -420	-40%	-$32.9K	﹤0.01%	732
2025 Q4	$77.6K	Buy	1,051 +13	+1%	+$1.02K	﹤0.01%	590
2025 Q3	$83.7K	Hold	1,038	–	–	0.01%	562
2025 Q2	$70.7K	Hold	1,038	–	–	﹤0.01%	581
2025 Q1	$73.4K	Hold	1,038	–	–	0.01%	555
2024 Q4	$70.1K	Sell	1,038 -52	-5%	-$3.49K	﹤0.01%	567
2024 Q3	$71.1K	Buy	1,090 +52	+5%	+$3.08K	﹤0.01%	550
2024 Q2	$55.4K	Sell	1,038 -47	-4%	-$2.56K	﹤0.01%	585
2024 Q1	$58.3K	Buy	1,085 +29	+3%	+$1.66K	﹤0.01%	592
2023 Q4	$65.3K	Hold	1,056	–	–	0.01%	551
2023 Q3	$60.4K	Hold	1,056	–	–	0.01%	559
2023 Q2	$65.6K	Hold	1,056	–	–	0.01%	564
2023 Q1	$71.2K	Hold	1,056	–	–	0.01%	566
2022 Q4	$74K	Buy	1,056 +18	+2%	+$1.2K	0.01%	533
2022 Q3	$66K	Hold	1,038	–	–	0.01%	496
2022 Q2	$73K	Hold	1,038	–	–	0.01%	494
2022 Q1	$75K	Hold	1,038	–	–	0.01%	508
2021 Q4	$70K	Sell	1,038 -110	-10%	-$7.17K	﹤0.01%	547
2021 Q3	$72K	Hold	1,148	–	–	0.01%	521
2021 Q2	$76K	Sell	1,148 -800	-41%	-$55.7K	0.01%	512
2021 Q1	$130K	Buy	1,948 +100	+5%	+$6.32K	0.01%	415
2020 Q4	$123K	Hold	1,848	–	–	0.01%	407
2020 Q3	$127K	Hold	1,848	–	–	0.02%	388
2020 Q2	$115K	Hold	1,848	–	–	0.02%	382
2020 Q1	$111K	Hold	1,848	–	–	0.02%	385
2019 Q4	$117K	Sell	1,848 -347	-16%	-$21.7K	0.01%	420
2019 Q3	$142K	Buy	+2,195	New	+$137K	0.02%	385
2019 Q2	–	Sell	-2,195	Closed	-$123K	–	949
2019 Q1	$123K	Hold	2,195	–	–	0.01%	413
2018 Q4	$108K	Hold	2,195	–	–	0.01%	402
2018 Q3	$104K	Hold	2,195	–	–	0.01%	439
2018 Q2	$100K	Hold	2,195	–	–	0.01%	447
2018 Q1	$100K	Hold	2,195	–	–	0.01%	440
2017 Q4	$106K	Sell	2,195 -1,490	-40%	-$73.9K	0.01%	428
2017 Q3	$174K	Hold	3,685	–	–	0.02%	365
2017 Q2	$169K	Hold	3,685	–	–	0.02%	375
2017 Q1	$164K	Buy	3,685 +2,400	+187%	+$102K	0.02%	357
2016 Q4	$52K	Hold	1,285	–	–	0.01%	496
2016 Q3	$53K	Hold	1,285	–	–	0.01%	405
2016 Q2	$58K	Hold	1,285	–	–	0.01%	387
2016 Q1	$54K	Hold	1,285	–	–	0.01%	395
2015 Q4	$46K	Hold	1,285	–	–	0.01%	408
2015 Q3	$45K	Hold	1,285	–	–	0.01%	406
2015 Q2	$41K	Hold	1,285	–	–	0.01%	415
2015 Q1	$45K	Hold	1,285	–	–	0.01%	396
2014 Q4	$46K	Buy	1,285 +347	+37%	+$11.7K	0.01%	388
2014 Q3	$29K	Hold	938	–	–	0.01%	422
2014 Q2	$30K	Hold	938	–	–	0.01%	441
2014 Q1	$28K	Buy	+938	New	+$27.3K	0.01%	432

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 Star Investment Management's XEL Position: Q1 2026 in Review

North Star Investment Management reduced its Xcel Energy (XEL) stake by 40% in Q1 2026, selling an estimated $32.9K and leaving 631 shares worth $50.1K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

North Star Investment Management first reported a position in XEL in Q1 2014 and has held it in 48 quarters since. The position peaked at $174K in Q3 2017. 1,264 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

North Star Investment Management held 631 shares of Xcel Energy worth $50.1K as of Q1 2026.
North Star Investment Management sold 420 Xcel Energy shares in Q1 2026, an estimated $32.9K.
Xcel Energy made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #732 holding.
North Star Investment Management first reported a position in Xcel Energy in Q1 2014 and has held it in 48 quarters since.
North Star Investment Management's Xcel Energy position peaked at $174K in Q3 2017.
1,264 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.