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Premier Path Wealth Partners’s Xcel Energy XEL Stock Holding History

Premier Path Wealth Partners’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 		$308K Buy
3,883
+263
+7% +$20.6K 0.04% 343
2025
Q4 		$267K Buy
3,620
+192
+6% +$15.1K 0.03% 344
2025
Q3 		$276K Buy
3,428
+364
+12% +$26.3K 0.04% 344
2025
Q2 		$209K Buy
3,064
+7
+0.2% +$485 0.03% 375
2025
Q1 		$216K Sell
3,057
-738
-19% -$50.2K 0.03% 355
2024
Q4 		$256K Buy
+3,795
New +$255K 0.04% 328

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

Premier Path Wealth Partners's XEL Position: Q1 2026 in Review

Premier Path Wealth Partners increased its Xcel Energy (XEL) stake by 7.3% in Q1 2026, buying an estimated $20.6K and bringing the position to 3,883 shares worth $308K. The position accounts for 0.04% of the portfolio, ranked #343.

Premier Path Wealth Partners first reported a position in XEL in Q4 2024 and has held it in 6 quarters since. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Premier Path Wealth Partners held 3,883 shares of Xcel Energy worth $308K as of Q1 2026.
  • Premier Path Wealth Partners bought 263 Xcel Energy shares in Q1 2026, an estimated $20.6K.
  • Xcel Energy made up 0.04% of Premier Path Wealth Partners's portfolio in Q1 2026, its #343 holding.
  • Premier Path Wealth Partners first reported a position in Xcel Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.