Red Tortoise LLC’s Xcel Energy XEL Stock Holding History

Red Tortoise LLC’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	$7.55K	Hold	95	–	–	﹤0.01%	330
2025 Q4	$7.02K	Hold	95	–	–	﹤0.01%	334
2025 Q3	$7.66K	Hold	95	–	–	﹤0.01%	326
2025 Q2	$6.47K	Hold	95	–	–	﹤0.01%	328
2025 Q1	$6.72K	Hold	95	–	–	﹤0.01%	302
2024 Q4	$6.41K	Hold	95	–	–	﹤0.01%	318
2024 Q3	$6.2K	Hold	95	–	–	﹤0.01%	329
2024 Q2	$5.07K	Hold	95	–	–	﹤0.01%	346
2024 Q1	$5.11K	Hold	95	–	–	﹤0.01%	343
2023 Q4	$5.88K	Sell	95 -7	-7%	-$420	﹤0.01%	272
2023 Q3	$5.84K	Hold	102	–	–	﹤0.01%	254
2023 Q2	$6.34K	Buy	102 +7	+7%	+$467	﹤0.01%	247
2023 Q1	$6.41K	Hold	95	–	–	﹤0.01%	231
2022 Q4	$6.66K	Buy	+95	New	+$6.32K	﹤0.01%	274
2021 Q4	–	Sell	-95	Closed	-$6K	–	507
2021 Q3	$6K	Buy	+95	New	+$6.42K	﹤0.01%	284

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Red Tortoise LLC's XEL Position: Q1 2026 in Review

Red Tortoise LLC held its Xcel Energy (XEL) position steady in Q1 2026 at 95 shares worth $7.55K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Red Tortoise LLC first reported a position in XEL in Q3 2021 and has held it in 15 quarters since. The position peaked at $7.66K in Q3 2025. 1,273 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Red Tortoise LLC held 95 shares of Xcel Energy worth $7.55K as of Q1 2026.
Red Tortoise LLC left its Xcel Energy share count unchanged in Q1 2026.
Xcel Energy made up ﹤0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #330 holding.
Red Tortoise LLC first reported a position in Xcel Energy in Q3 2021 and has held it in 15 quarters since.
Red Tortoise LLC's Xcel Energy position peaked at $7.66K in Q3 2025.
1,273 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.