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Phillips Wealth Planners’s Xcel Energy XEL Stock Holding History

Phillips Wealth Planners’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 		– Sell
-2,931
Closed -$224K – 227
2025
Q4 		$224K Sell
2,931
-288
-9% -$22.7K 0.18% 179
2025
Q3 		$261K Sell
3,219
-115
-3% -$8.32K 0.22% 162
2025
Q2 		$225K Buy
3,334
+97
+3% +$6.73K 0.2% 167
2025
Q1 		$225K Sell
3,237
-33
-1% -$2.25K 0.24% 156
2024
Q4 		$207K Sell
3,270
-30
-0.9% -$2.01K 0.21% 169
2024
Q3 		$211K Buy
+3,300
New +$196K 0.2% 181

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

Phillips Wealth Planners's XEL Position: Q1 2026 in Review

Phillips Wealth Planners sold out of Xcel Energy (XEL) in Q1 2026, closing a stake of 2,931 shares — an estimated $224K sold.

Phillips Wealth Planners first reported a position in XEL in Q3 2024 and held it in 6 quarters. The position peaked at $261K in Q3 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Phillips Wealth Planners reported no remaining Xcel Energy position as of Q1 2026 after selling out during the quarter.
  • Phillips Wealth Planners sold 2,931 Xcel Energy shares in Q1 2026, an estimated $224K.
  • Phillips Wealth Planners first reported a position in Xcel Energy in Q3 2024 and held it in 6 quarters.
  • Phillips Wealth Planners's Xcel Energy position peaked at $261K in Q3 2025.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.