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Old Port Advisors’s Xcel Energy XEL Stock Holding History

Old Port 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 		$652K Sell
8,204
-41
-0.5% -$3.22K 0.15% 144
2025
Q4 		$609K Sell
8,245
-102
-1% -$8.04K 0.15% 145
2025
Q3 		$673K Sell
8,347
-158
-2% -$11.4K 0.17% 138
2025
Q2 		$579K Sell
8,505
-50
-0.6% -$3.47K 0.16% 143
2025
Q1 		$606K Sell
8,555
-52
-0.6% -$3.54K 0.18% 130
2024
Q4 		$581K Sell
8,607
-225
-3% -$15.1K 0.17% 128
2024
Q3 		$577K Sell
8,832
-174
-2% -$10.3K 0.16% 135
2024
Q2 		$481K Buy
9,006
+35
+0.4% +$1.9K 0.14% 141
2024
Q1 		$482K Sell
8,971
-461
-5% -$26.3K 0.15% 142
2023
Q4 		$584K Sell
9,432
-721
-7% -$43.3K 0.19% 132
2023
Q3 		$581K Buy
+10,153
New +$610K 0.21% 127
2023
Q1 		$756K Sell
10,642
-620
-6% -$41.8K 0.27% 114
2022
Q4 		$790K Sell
11,262
-275
-2% -$18.3K 0.3% 108
2022
Q3 		$742K Hold
11,537
– – 0.3% 112
2022
Q2 		$806K Sell
11,537
-65
-0.6% -$4.73K 0.31% 106
2022
Q1 		$844K Sell
11,602
-313
-3% -$21.5K 0.29% 103
2021
Q4 		$816K Sell
11,915
-1,055
-8% -$68.8K 0.28% 109
2021
Q3 		$834K Sell
12,970
-1,311
-9% -$88.6K 0.3% 103
2021
Q2 		$972K Sell
14,281
-2,895
-17% -$202K 0.35% 87
2021
Q1 		$1.14M Sell
17,176
-675
-4% -$42.7K 0.45% 67
2020
Q4 		$1.17M Sell
17,851
-438
-2% -$30.5K 0.51% 63
2020
Q3 		$1.26M Sell
18,289
-282
-2% -$19.2K 0.62% 56
2020
Q2 		$1.16M Buy
18,571
+267
+1% +$16.8K 0.61% 58
2020
Q1 		$1.1M Sell
18,304
-1,741
-9% -$113K 0.67% 52
2019
Q4 		$1.25M Sell
20,045
-673
-3% -$42.1K 0.61% 59
2019
Q3 		$1.34M Sell
20,718
-358
-2% -$22.3K 0.7% 54
2019
Q2 		$1.28M Sell
21,076
-1,042
-5% -$59.9K 0.66% 57
2019
Q1 		$1.24M Sell
22,118
-300
-1% -$16K 0.65% 55
2018
Q4 		$1.14M Buy
+22,418
New +$1.12M 0.64% 56
2018
Q2 		$1.08M Buy
+23,572
New +$1.06M 0.58% 57

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
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 $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Old Port Advisors's XEL Position: Q1 2026 in Review

Old Port Advisors reduced its Xcel Energy (XEL) stake by 0.5% in Q1 2026, selling an estimated $3.22K and leaving 8,204 shares worth $652K. The position accounts for 0.15% of the portfolio, ranked #144.

Old Port Advisors first reported a position in XEL in Q2 2018 and has held it in 30 quarters since. The position peaked at $1.34M in Q3 2019. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Old Port Advisors held 8,204 shares of Xcel Energy worth $652K as of Q1 2026.
  • Old Port Advisors sold 41 Xcel Energy shares in Q1 2026, an estimated $3.22K.
  • Xcel Energy made up 0.15% of Old Port Advisors's portfolio in Q1 2026, its #144 holding.
  • Old Port Advisors first reported a position in Xcel Energy in Q2 2018 and has held it in 30 quarters since.
  • Old Port Advisors's Xcel Energy position peaked at $1.34M in Q3 2019.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Old Port Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.