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OneAscent Financial Services’s Xcel Energy XEL Stock Holding History

OneAscent Financial Services’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 		$790K Buy
9,950
+2,121
+27% +$166K 0.04% 262
2025
Q4 		$578K Buy
+7,829
New +$617K 0.05% 230
2025
Q3 		– Sell
-3,873
Closed -$266K – 558
2025
Q2 		$266K Buy
3,873
+44
+1% +$3.05K 0.02% 441
2025
Q1 		$272K Buy
3,829
+18
+0.5% +$1.23K 0.02% 419
2024
Q4 		$257K Buy
+3,811
New +$256K 0.02% 391

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

OneAscent Financial Services's XEL Position: Q1 2026 in Review

OneAscent Financial Services increased its Xcel Energy (XEL) stake by 27% in Q1 2026, buying an estimated $166K and bringing the position to 9,950 shares worth $790K. The position accounts for 0.04% of the portfolio, ranked #262.

OneAscent Financial Services first reported a position in XEL in Q4 2024 and has held it in 5 quarters since. 1,264 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • OneAscent Financial Services held 9,950 shares of Xcel Energy worth $790K as of Q1 2026.
  • OneAscent Financial Services bought 2,121 Xcel Energy shares in Q1 2026, an estimated $166K.
  • Xcel Energy made up 0.04% of OneAscent Financial Services's portfolio in Q1 2026, its #262 holding.
  • OneAscent Financial Services first reported a position in Xcel Energy in Q4 2024 and has held it in 5 quarters since.
  • 1,264 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.