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Purpose Unlimited Inc’s Xcel Energy XEL Stock Holding History

Purpose Unlimited Inc’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 		$249K Buy
3,132
+450
+17% +$35.3K 0.01% 220
2025
Q4 		$198K Buy
+2,682
New +$212K 0.01% 186

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Purpose Unlimited Inc's XEL Position: Q1 2026 in Review

Purpose Unlimited Inc increased its Xcel Energy (XEL) stake by 17% in Q1 2026, buying an estimated $35.3K and bringing the position to 3,132 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #220.

Purpose Unlimited Inc first reported a position in XEL in Q4 2025 and has held it in 2 quarters since. 1,268 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Purpose Unlimited Inc held 3,132 shares of Xcel Energy worth $249K as of Q1 2026.
  • Purpose Unlimited Inc bought 450 Xcel Energy shares in Q1 2026, an estimated $35.3K.
  • Xcel Energy made up 0.01% of Purpose Unlimited Inc's portfolio in Q1 2026, its #220 holding.
  • Purpose Unlimited Inc first reported a position in Xcel Energy in Q4 2025 and has held it in 2 quarters since.
  • 1,268 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.