R Squared’s Xcel Energy XEL Stock Holding History

R Squared’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	–	Sell	-10,296	Closed	-$760K	–	681
2025 Q4	$760K	Buy	+10,296	New	+$812K	0.36%	54

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

R Squared's XEL Position: Q1 2026 in Review

R Squared sold out of Xcel Energy (XEL) in Q1 2026, closing a stake of 10,296 shares — an estimated $760K sold.

R Squared first reported a position in XEL in Q4 2025 and held it in 1 quarter. The position peaked at $760K in Q4 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

R Squared reported no remaining Xcel Energy position as of Q1 2026 after selling out during the quarter.
R Squared sold 10,296 Xcel Energy shares in Q1 2026, an estimated $760K.
R Squared first reported a position in Xcel Energy in Q4 2025 and held it in 1 quarter.
R Squared's Xcel Energy position peaked at $760K in Q4 2025.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.