OmniStar Financial Group’s Xcel Energy XEL Stock Holding History

OmniStar Financial Group’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	–	Sell	-14,036	Closed	-$1.04M	–	138
2025 Q4	$1.04M	Buy	14,036 +665	+5%	+$52.4K	0.61%	53
2025 Q3	$1.08M	Sell	13,371 -7,501	-36%	-$543K	0.65%	50
2025 Q2	$1.42M	Buy	20,872 +1,534	+8%	+$106K	1.06%	29
2025 Q1	$1.37M	Buy	+19,338	New	+$1.32M	1.08%	28
2024 Q3	–	Sell	-10,216	Closed	-$546K	–	170
2024 Q2	$546K	Buy	10,216 +594	+6%	+$32.3K	0.49%	85
2024 Q1	$517K	Buy	+9,622	New	+$549K	0.47%	87

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

OmniStar Financial Group's XEL Position: Q1 2026 in Review

OmniStar Financial Group sold out of Xcel Energy (XEL) in Q1 2026, closing a stake of 14,036 shares — an estimated $1.04M sold.

OmniStar Financial Group first reported a position in XEL in Q1 2024 and held it in 6 quarters. The position peaked at $1.42M in Q2 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

OmniStar Financial Group reported no remaining Xcel Energy position as of Q1 2026 after selling out during the quarter.
OmniStar Financial Group sold 14,036 Xcel Energy shares in Q1 2026, an estimated $1.04M.
OmniStar Financial Group first reported a position in Xcel Energy in Q1 2024 and held it in 6 quarters.
OmniStar Financial Group's Xcel Energy position peaked at $1.42M in Q2 2025.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on OmniStar Financial Group's 13F filing for Q1 2026, filed 15 May 2026.