NorthRock Partners’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $965K | Sell |
12,142
-29
| -0.2% | -$2.27K | 0.02% | 309 |
|
|
2025
Q4 | $896K | Sell |
12,171
-7,606
| -38% | -$600K | 0.02% | 289 |
|
|
2025
Q3 | $1.6M | Buy |
19,777
+907
| +5% | +$65.6K | 0.03% | 250 |
|
|
2025
Q2 | $1.29M | Sell |
18,870
-2,357
| -11% | -$163K | 0.03% | 197 |
|
|
2025
Q1 | $1.51M | Buy |
21,227
+1,040
| +5% | +$70.8K | 0.05% | 147 |
|
|
2024
Q4 | $1.36M | Buy |
20,187
+177
| +0.9% | +$11.9K | 0.04% | 160 |
|
|
2024
Q3 | $1.32M | Sell |
20,010
-120
| -0.6% | -$7.12K | 0.04% | 181 |
|
|
2024
Q2 | $1.08M | Sell |
20,130
-820
| -4% | -$44.6K | 0.04% | 186 |
|
|
2024
Q1 | $1.14M | Sell |
20,950
-3,817
| -15% | -$218K | 0.04% | 184 |
|
|
2023
Q4 | $1.55M | Buy |
24,767
+4,844
| +24% | +$291K | 0.06% | 142 |
|
|
2023
Q3 | $1.14M | Buy |
19,923
+4,735
| +31% | +$285K | 0.12% | 90 |
|
|
2023
Q2 | $944K | Sell |
15,188
-2,598
| -15% | -$173K | 0.1% | 93 |
|
|
2023
Q1 | $1.2M | Sell |
17,786
-80
| -0.4% | -$5.4K | 0.13% | 77 |
|
|
2022
Q4 | $1.25M | Sell |
17,866
-43
| -0.2% | -$2.86K | 0.14% | 76 |
|
|
2022
Q3 | $1.15M | Sell |
17,909
-11,846
| -40% | -$862K | 0.13% | 76 |
|
|
2022
Q2 | $2.1M | Buy |
29,755
+20,271
| +214% | +$1.47M | 0.22% | 46 |
|
|
2022
Q1 | $684K | Buy |
9,484
+1,082
| +13% | +$74.3K | 0.06% | 142 |
|
|
2021
Q4 | $569K | Buy |
8,402
+181
| +2% | +$11.8K | 0.04% | 161 |
|
|
2021
Q3 | $514K | Buy |
8,221
+3,082
| +60% | +$208K | 0.04% | 157 |
|
|
2021
Q2 | $339K | Buy |
5,139
+186
| +4% | +$12.9K | 0.03% | 181 |
|
|
2021
Q1 | $329K | Buy |
4,953
+157
| +3% | +$9.92K | 0.03% | 163 |
|
|
2020
Q4 | $320K | Sell |
4,796
-1,950
| -29% | -$136K | 0.03% | 168 |
|
|
2020
Q3 | $466K | Buy |
6,746
+1,290
| +24% | +$88K | 0.05% | 123 |
|
|
2020
Q2 | $341K | Buy |
5,456
+116
| +2% | +$7.31K | 0.04% | 145 |
|
|
2020
Q1 | $322K | Buy |
5,340
+363
| +7% | +$23.7K | 0.05% | 135 |
|
|
2019
Q4 | $316K | Buy |
4,977
+230
| +5% | +$14.4K | 0.03% | 207 |
|
|
2019
Q3 | $310K | Sell |
4,747
-230
| -5% | -$14.3K | 0.04% | 164 |
|
|
2019
Q2 | $299K | Hold |
4,977
| – | – | 0.09% | 57 |
|
|
2019
Q1 | $282K | Hold |
4,977
| – | – | 0.07% | 66 |
|
|
2018
Q4 | $247K | Sell |
4,977
-148
| -3% | -$7.42K | 0.07% | 78 |
|
|
2018
Q3 | $244K | Sell |
5,125
-43
| -0.8% | -$2.03K | 0.07% | 55 |
|
|
2018
Q2 | $238K | Buy |
5,168
+33
| +0.6% | +$1.48K | 0.08% | 52 |
|
|
2018
Q1 | $234K | Sell |
5,135
-95
| -2% | -$4.23K | 0.08% | 50 |
|
|
2017
Q4 | $254K | Hold |
5,230
| – | – | 0.08% | 48 |
|
|
2017
Q3 | $249K | Hold |
5,230
| – | – | 0.09% | 46 |
|
|
2017
Q2 | $243K | Sell |
5,230
-2
| -0% | -$92 | 0.1% | 46 |
|
|
2017
Q1 | $234K | Sell |
5,232
-1,382
| -21% | -$58.6K | 0.1% | 38 |
|
|
2016
Q4 | $271K | Buy |
+6,614
| New | +$264K | 0.1% | 40 |
|
Other funds holding XEL
VCM
VPM
NorthRock Partners's XEL Position: Q1 2026 in Review
NorthRock Partners reduced its Xcel Energy (XEL) stake by 0.24% in Q1 2026, selling an estimated $2.27K and leaving 12,142 shares worth $965K. The position accounts for 0.02% of the portfolio, ranked #309.
NorthRock Partners first reported a position in XEL in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.1M in Q2 2022. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.
- NorthRock Partners held 12,142 shares of Xcel Energy worth $965K as of Q1 2026.
- NorthRock Partners sold 29 Xcel Energy shares in Q1 2026, an estimated $2.27K.
- Xcel Energy made up 0.02% of NorthRock Partners's portfolio in Q1 2026, its #309 holding.
- NorthRock Partners first reported a position in Xcel Energy in Q4 2016 and has held it in 38 quarters since.
- NorthRock Partners's Xcel Energy position peaked at $2.1M in Q2 2022.
- 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.
Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.