Principle Wealth Partners’s Xcel Energy XEL Stock Holding History

Principle 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	$370K	Buy	4,662 +139	+3%	+$10.9K	0.02%	288
2025 Q4	$334K	Buy	4,523 +36	+0.8%	+$2.84K	0.02%	296
2025 Q3	$362K	Hold	4,487	–	–	0.02%	278
2025 Q2	$306K	Hold	4,487	–	–	0.02%	300
2025 Q1	$318K	Hold	4,487	–	–	0.02%	281
2024 Q4	$303K	Buy	4,487 +140	+3%	+$9.39K	0.02%	284
2024 Q3	$284K	Buy	4,347 +367	+9%	+$21.8K	0.02%	291
2024 Q2	$213K	Hold	3,980	–	–	0.02%	315
2024 Q1	$214K	Hold	3,980	–	–	0.02%	326
2023 Q4	$246K	Hold	3,980	–	–	0.02%	300
2023 Q3	$228K	Hold	3,980	–	–	0.02%	292
2023 Q2	$247K	Hold	3,980	–	–	0.02%	289
2023 Q1	$268K	Hold	3,980	–	–	0.03%	271
2022 Q4	$279K	Hold	3,980	–	–	0.03%	262
2022 Q3	$255	Hold	3,980	–	–	0.02%	251
2022 Q2	$282K	Hold	3,980	–	–	0.03%	254
2022 Q1	$287K	Hold	3,980	–	–	0.03%	267
2021 Q4	$269K	Hold	3,980	–	–	0.03%	273
2021 Q3	$249K	Hold	3,980	–	–	0.03%	276
2021 Q2	$262K	Hold	3,980	–	–	0.03%	275
2021 Q1	$265K	Hold	3,980	–	–	0.03%	252
2020 Q4	$265K	Buy	+3,980	New	+$277K	0.03%	235

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

Principle Wealth Partners's XEL Position: Q1 2026 in Review

Principle Wealth Partners increased its Xcel Energy (XEL) stake by 3.1% in Q1 2026, buying an estimated $10.9K and bringing the position to 4,662 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #288.

Principle Wealth Partners first reported a position in XEL in Q4 2020 and has held it in 22 quarters since. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Principle Wealth Partners held 4,662 shares of Xcel Energy worth $370K as of Q1 2026.
Principle Wealth Partners bought 139 Xcel Energy shares in Q1 2026, an estimated $10.9K.
Xcel Energy made up 0.02% of Principle Wealth Partners's portfolio in Q1 2026, its #288 holding.
Principle Wealth Partners first reported a position in Xcel Energy in Q4 2020 and has held it in 22 quarters since.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.