Pathstone Holdings’s Xcel Energy XEL Stock Holding History

Pathstone Holdings’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	$6.95M	Sell	87,438 -4,249	-5%	-$333K	0.03%	456
2025 Q4	$6.78M	Buy	91,687 +1,156	+1%	+$91.2K	0.03%	451
2025 Q3	$7.31M	Buy	90,531 +74	+0.1%	+$5.35K	0.03%	442
2025 Q2	$6.16M	Buy	90,457 +7,151	+9%	+$496K	0.02%	478
2025 Q1	$5.89M	Buy	83,306 +3,959	+5%	+$270K	0.03%	499
2024 Q4	$5.36M	Buy	79,347 +3,674	+5%	+$246K	0.02%	520
2024 Q3	$4.94M	Buy	75,673 +6,620	+10%	+$393K	0.02%	553
2024 Q2	$3.69M	Buy	69,053 +13,562	+24%	+$738K	0.02%	642
2024 Q1	$2.98M	Sell	55,491 -7,474	-12%	-$427K	0.01%	720
2023 Q4	$3.9M	Buy	+62,965	New	+$3.78M	0.02%	497

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

Pathstone Holdings's XEL Position: Q1 2026 in Review

Pathstone Holdings reduced its Xcel Energy (XEL) stake by 4.6% in Q1 2026, selling an estimated $333K and leaving 87,438 shares worth $6.95M. The position accounts for 0.03% of the portfolio, ranked #456.

Pathstone Holdings first reported a position in XEL in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.31M in Q3 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Pathstone Holdings held 87,438 shares of Xcel Energy worth $6.95M as of Q1 2026.
Pathstone Holdings sold 4,249 Xcel Energy shares in Q1 2026, an estimated $333K.
Xcel Energy made up 0.03% of Pathstone Holdings's portfolio in Q1 2026, its #456 holding.
Pathstone Holdings first reported a position in Xcel Energy in Q4 2023 and has held it in 10 quarters since.
Pathstone Holdings's Xcel Energy position peaked at $7.31M in Q3 2025.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.