Principal Street Partners’s Xcel Energy XEL Stock Holding History

Principal Street 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	$7.07M	Sell	89,032 -250	-0.3%	-$19.6K	1.15%	35
2025 Q4	$6.59M	Sell	89,282 -1,634	-2%	-$129K	1.11%	34
2025 Q3	$7.33M	Sell	90,916 -12,444	-12%	-$900K	1.17%	20
2025 Q2	$7.04M	Buy	103,360 +7,779	+8%	+$539K	0.69%	36
2025 Q1	$6.77M	Buy	95,581 +2,590	+3%	+$176K	1.26%	19
2024 Q4	$6.28M	Buy	92,991 +814	+0.9%	+$54.6K	1.23%	27
2024 Q3	$6.01M	Sell	92,177 -27,733	-23%	-$1.64M	0.98%	33
2024 Q2	$6.4M	Buy	119,910 +90,070	+302%	+$4.9M	1.15%	40
2024 Q1	$1.65M	Buy	+29,840	New	+$1.7M	0.31%	62
2020 Q1	–	Sell	-14,101	Closed	-$895K	–	199
2019 Q4	$895K	Buy	14,101 +5,581	+66%	+$349K	0.2%	88
2019 Q3	$553K	Buy	+8,520	New	+$531K	0.14%	98

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

Principal Street Partners's XEL Position: Q1 2026 in Review

Principal Street Partners reduced its Xcel Energy (XEL) stake by 0.28% in Q1 2026, selling an estimated $19.6K and leaving 89,032 shares worth $7.07M. The position accounts for 1.15% of the portfolio, ranked #35.

Principal Street Partners first reported a position in XEL in Q3 2019 and has held it in 11 quarters since. The position peaked at $7.33M in Q3 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Principal Street Partners held 89,032 shares of Xcel Energy worth $7.07M as of Q1 2026.
Principal Street Partners sold 250 Xcel Energy shares in Q1 2026, an estimated $19.6K.
Xcel Energy made up 1.15% of Principal Street Partners's portfolio in Q1 2026, its #35 holding.
Principal Street Partners first reported a position in Xcel Energy in Q3 2019 and has held it in 11 quarters since.
Principal Street Partners's Xcel Energy position peaked at $7.33M in Q3 2025.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Principal Street Partners's 13F filing for Q1 2026, filed 15 May 2026.