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Perigon Wealth Management’s Xcel Energy XEL Stock Holding History

Perigon 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 		$596K Sell
7,503
-10
-0.1% -$784 0.01% 724
2025
Q4 		$555K Buy
7,513
+50
+0.7% +$3.94K 0.01% 745
2025
Q3 		$602K Buy
7,463
+774
+12% +$56K 0.01% 675
2025
Q2 		$456K Buy
6,689
+555
+9% +$38.5K 0.01% 695
2025
Q1 		$434K Buy
6,134
+197
+3% +$13.4K 0.01% 679
2024
Q4 		$393K Buy
5,937
+231
+4% +$15.5K 0.01% 721
2024
Q3 		$373K Buy
+5,706
New +$338K 0.01% 708
2024
Q1 		– Sell
-3,346
Closed -$207K – 931
2023
Q4 		$207K Buy
+3,346
New +$201K 0.01% 779
2023
Q3 		– Sell
-9,270
Closed -$576K – 824
2023
Q2 		$576K Sell
9,270
-100
-1% -$6.68K 0.02% 425
2023
Q1 		$632K Buy
9,370
+237
+3% +$16K 0.04% 348
2022
Q4 		$640K Buy
9,133
+1,024
+13% +$68.1K 0.04% 346
2022
Q3 		$519K Sell
8,109
-240
-3% -$17.5K 0.04% 327
2022
Q2 		$591K Buy
8,349
+852
+11% +$62K 0.05% 295
2022
Q1 		$541K Buy
7,497
+1,068
+17% +$73.4K 0.04% 343
2021
Q4 		$435K Buy
6,429
+257
+4% +$16.8K 0.03% 369
2021
Q3 		$386K Buy
6,172
+951
+18% +$64.2K 0.03% 360
2021
Q2 		$344K Buy
5,221
+173
+3% +$12K 0.03% 373
2021
Q1 		$336K Buy
5,048
+498
+11% +$31.5K 0.03% 369
2020
Q4 		$303K Buy
+4,550
New +$317K 0.04% 327
2018
Q2 		– Sell
-250
Closed -$11K – 598
2018
Q1 		$11K Hold
250
– – ﹤0.01% 508
2017
Q4 		$12K Sell
250
-937
-79% -$46.5K ﹤0.01% 478
2017
Q3 		$57K Hold
1,187
– – 0.02% 319
2017
Q2 		$55K Hold
1,187
– – 0.01% 372
2017
Q1 		$53K Hold
1,187
– – 0.01% 388
2016
Q4 		$52K Hold
1,187
– – 0.01% 357
2016
Q3 		$49K Hold
1,187
– – 0.01% 316
2016
Q2 		$53K Hold
1,187
– – 0.01% 275
2016
Q1 		$50K Buy
+1,187
New +$46.3K 0.02% 196

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

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

Perigon Wealth Management reduced its Xcel Energy (XEL) stake by 0.13% in Q1 2026, selling an estimated $784 and leaving 7,503 shares worth $596K. The position accounts for 0.01% of the portfolio, ranked #724.

Perigon Wealth Management first reported a position in XEL in Q1 2016 and has held it in 28 quarters since. The position peaked at $640K in Q4 2022. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Perigon Wealth Management held 7,503 shares of Xcel Energy worth $596K as of Q1 2026.
  • Perigon Wealth Management sold 10 Xcel Energy shares in Q1 2026, an estimated $784.
  • Xcel Energy made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #724 holding.
  • Perigon Wealth Management first reported a position in Xcel Energy in Q1 2016 and has held it in 28 quarters since.
  • Perigon Wealth Management's Xcel Energy position peaked at $640K in Q4 2022.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.