Quotient Wealth Partners’s Xcel Energy XEL Stock Holding History

Quotient 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	$2.19M	Buy	27,628 +2,674	+11%	+$210K	0.06%	80
2025 Q4	$1.84M	Buy	24,954 +4	+0%	+$315	0.05%	88
2025 Q3	$2.01M	Buy	24,950 +50	+0.2%	+$3.62K	0.06%	83
2025 Q2	$1.7M	Sell	24,900 -362	-1%	-$25.1K	0.05%	85
2025 Q1	$1.79M	Sell	25,262 -106	-0.4%	-$7.22K	0.06%	77
2024 Q4	$1.71M	Buy	25,368 +991	+4%	+$66.5K	0.06%	73
2024 Q3	$1.59M	Buy	24,377 +435	+2%	+$25.8K	0.05%	73
2024 Q2	$1.28M	Sell	23,942 -1,962	-8%	-$107K	0.04%	87
2024 Q1	$1.39M	Buy	25,904 +3,737	+17%	+$213K	0.05%	95
2023 Q4	$1.37M	Buy	+22,167	New	+$1.33M	0.05%	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

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

Quotient Wealth Partners increased its Xcel Energy (XEL) stake by 11% in Q1 2026, buying an estimated $210K and bringing the position to 27,628 shares worth $2.19M. The position accounts for 0.06% of the portfolio, ranked #80.

Quotient Wealth Partners first reported a position in XEL in Q4 2023 and has held it in 10 quarters since. 1,264 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Quotient Wealth Partners held 27,628 shares of Xcel Energy worth $2.19M as of Q1 2026.
Quotient Wealth Partners bought 2,674 Xcel Energy shares in Q1 2026, an estimated $210K.
Xcel Energy made up 0.06% of Quotient Wealth Partners's portfolio in Q1 2026, its #80 holding.
Quotient Wealth Partners first reported a position in Xcel Energy in Q4 2023 and has held it in 10 quarters since.
1,264 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.