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Private Advisor Group’s Xcel Energy XEL Stock Holding History

Private Advisor Group’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 		$4.5M Sell
56,646
-6,888
-11% -$540K 0.02% 689
2025
Q4 		$4.69M Buy
63,534
+874
+1% +$68.9K 0.02% 644
2025
Q3 		$5.05M Buy
62,660
+5,471
+10% +$396K 0.02% 618
2025
Q2 		$3.89M Buy
57,189
+4,725
+9% +$328K 0.02% 674
2025
Q1 		$3.71M Sell
52,464
-1,479
-3% -$101K 0.02% 636
2024
Q4 		$3.64M Sell
53,943
-9,199
-15% -$617K 0.02% 632
2024
Q3 		$4.12M Buy
63,142
+2,490
+4% +$148K 0.03% 601
2024
Q2 		$3.24M Buy
60,652
+2,011
+3% +$109K 0.02% 640
2024
Q1 		$3.15M Sell
58,641
-1,924
-3% -$110K 0.02% 627
2023
Q4 		$3.75M Buy
60,565
+2,298
+4% +$138K 0.03% 539
2023
Q3 		$3.33M Buy
58,267
+695
+1% +$41.8K 0.03% 531
2023
Q2 		$3.58M Buy
57,572
+7,274
+14% +$486K 0.03% 517
2023
Q1 		$3.39M Buy
50,298
+838
+2% +$56.5K 0.03% 505
2022
Q4 		$3.47K Sell
49,460
-202
-0.4% -$13.4K ﹤0.01% 1051
2022
Q3 		$3.18M Sell
49,662
-5,364
-10% -$390K 0.04% 461
2022
Q2 		$3.89M Buy
55,026
+2,076
+4% +$151K 0.03% 480
2022
Q1 		$3.82M Buy
52,950
+33,290
+169% +$2.29M 0.03% 544
2021
Q4 		$1.33M Sell
19,660
-5,118
-21% -$334K 0.01% 985
2021
Q3 		$1.55M Buy
24,778
+7,683
+45% +$519K 0.01% 1005
2021
Q2 		$1.13M Buy
17,095
+741
+5% +$51.6K 0.01% 1004
2021
Q1 		$1.09M Sell
16,354
-746
-4% -$47.2K 0.01% 966
2020
Q4 		$1.14M Buy
17,100
+4,223
+33% +$294K 0.01% 854
2020
Q3 		$889K Sell
12,877
-3,487
-21% -$238K 0.01% 830
2020
Q2 		$1.02M Buy
16,364
+3,862
+31% +$243K 0.01% 753
2020
Q1 		$754K Buy
12,502
+454
+4% +$29.6K 0.01% 755
2019
Q4 		$765K Buy
12,048
+630
+6% +$39.4K 0.01% 866
2019
Q3 		$741K Sell
11,418
-3,084
-21% -$192K 0.01% 913
2019
Q2 		$863K Buy
14,502
+2,533
+21% +$146K 0.02% 801
2019
Q1 		$672K Buy
11,969
+814
+7% +$43.3K 0.01% 844
2018
Q4 		$550K Sell
11,155
-8,793
-44% -$441K 0.01% 811
2018
Q3 		$942K Buy
19,948
+2,248
+13% +$106K 0.02% 713
2018
Q2 		$817K Buy
+17,700
New +$793K 0.01% 547
2018
Q1 		– Sell
-6,522
Closed -$309K – 1392
2017
Q4 		$309K Sell
6,522
-5,775
-47% -$287K 0.01% 867
2017
Q3 		$585K Buy
12,297
+247
+2% +$11.9K 0.01% 826
2017
Q2 		$549K Buy
12,050
+210
+2% +$9.67K 0.01% 790
2017
Q1 		$530K Sell
11,840
-13,894
-54% -$589K 0.01% 795
2016
Q4 		$1.05M Buy
25,734
+13,490
+110% +$539K 0.03% 489
2016
Q3 		$486K Sell
12,244
-237
-2% -$10.1K 0.02% 665
2016
Q2 		$565K Buy
12,481
+1,963
+19% +$81.2K 0.02% 586
2016
Q1 		$444K Buy
10,518
+480
+5% +$18.7K 0.02% 625
2015
Q4 		$360K Buy
10,038
+1,317
+15% +$47K 0.02% 711
2015
Q3 		$309K Buy
8,721
+628
+8% +$21.4K 0.02% 725
2015
Q2 		$260K Sell
8,093
-174
-2% -$5.85K 0.01% 839
2015
Q1 		$288K Sell
8,267
-272
-3% -$9.73K 0.02% 750
2014
Q4 		$307K Buy
8,539
+981
+13% +$32.9K 0.02% 710
2014
Q3 		$230K Sell
7,558
-276
-4% -$8.63K 0.02% 795
2014
Q2 		$252K Sell
7,834
-484
-6% -$15K 0.02% 715
2014
Q1 		$253K Sell
8,318
-292
-3% -$8.51K 0.03% 624
2013
Q4 		$241K Buy
+8,610
New +$243K 0.03% 595

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

Private Advisor Group's XEL Position: Q1 2026 in Review

Private Advisor Group reduced its Xcel Energy (XEL) stake by 11% in Q1 2026, selling an estimated $540K and leaving 56,646 shares worth $4.5M. The position accounts for 0.02% of the portfolio, ranked #689.

Private Advisor Group first reported a position in XEL in Q4 2013 and has held it in 49 quarters since. The position peaked at $5.05M in Q3 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Private Advisor Group held 56,646 shares of Xcel Energy worth $4.5M as of Q1 2026.
  • Private Advisor Group sold 6,888 Xcel Energy shares in Q1 2026, an estimated $540K.
  • Xcel Energy made up 0.02% of Private Advisor Group's portfolio in Q1 2026, its #689 holding.
  • Private Advisor Group first reported a position in Xcel Energy in Q4 2013 and has held it in 49 quarters since.
  • Private Advisor Group's Xcel Energy position peaked at $5.05M in Q3 2025.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.