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Perennial Investment Advisors’s Xcel Energy XEL Stock Holding History

Perennial Investment 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 		$246K Sell
3,091
-145
-4% -$11.4K 0.02% 440
2025
Q4 		$239K Buy
3,236
+550
+20% +$43.4K 0.02% 433
2025
Q3 		$217K Buy
+2,686
New +$194K 0.02% 452

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 $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Perennial Investment Advisors's XEL Position: Q1 2026 in Review

Perennial Investment Advisors reduced its Xcel Energy (XEL) stake by 4.5% in Q1 2026, selling an estimated $11.4K and leaving 3,091 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #440.

Perennial Investment Advisors first reported a position in XEL in Q3 2025 and has held it in 3 quarters since. 1,265 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Perennial Investment Advisors held 3,091 shares of Xcel Energy worth $246K as of Q1 2026.
  • Perennial Investment Advisors sold 145 Xcel Energy shares in Q1 2026, an estimated $11.4K.
  • Xcel Energy made up 0.02% of Perennial Investment Advisors's portfolio in Q1 2026, its #440 holding.
  • Perennial Investment Advisors first reported a position in Xcel Energy in Q3 2025 and has held it in 3 quarters since.
  • 1,265 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.