OWM
XEL icon

Opes Wealth Management’s Xcel Energy XEL Stock Holding History

Opes Wealth 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 		$214K Buy
+2,691
New +$211K 0.04% 137
2025
Q4 		– Sell
-2,648
Closed -$214K – 151
2025
Q3 		$214K Buy
+2,648
New +$192K 0.04% 141

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Opes Wealth Management's XEL Position: Q1 2026 in Review

Opes Wealth Management opened a new position in Xcel Energy (XEL) in Q1 2026: 2,691 shares worth $214K. The stake represents 0.04% of the portfolio and ranks #137 among its holdings. This is a return to the name: Opes Wealth Management previously reported a position in XEL as recently as Q3 2025.

Opes Wealth Management first reported a position in XEL in Q3 2025 and has held it in 2 quarters since. 1,271 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Opes Wealth Management held 2,691 shares of Xcel Energy worth $214K as of Q1 2026.
  • Xcel Energy was a new Opes Wealth Management position in Q1 2026.
  • Xcel Energy made up 0.04% of Opes Wealth Management's portfolio in Q1 2026, its #137 holding.
  • Opes Wealth Management first reported a position in Xcel Energy in Q3 2025 and has held it in 2 quarters since.
  • 1,271 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.