RAG
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RIA Advisory Group’s Xcel Energy XEL Stock Holding History

RIA Advisory 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 		$1.28M Buy
16,103
+342
+2% +$26.8K 0.3% 51
2025
Q4 		$1.16M Buy
15,761
+4,699
+42% +$371K 0.28% 56
2025
Q3 		$892K Buy
11,062
+6,293
+132% +$455K 0.23% 64
2025
Q2 		$325K Buy
+4,769
New +$331K 0.1% 93
2024
Q1 		– Sell
-4,864
Closed -$494K – 220
2023
Q4 		$494K Buy
+4,864
New +$292K 0.21% 61

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

RIA Advisory Group's XEL Position: Q1 2026 in Review

RIA Advisory Group increased its Xcel Energy (XEL) stake by 2.2% in Q1 2026, buying an estimated $26.8K and bringing the position to 16,103 shares worth $1.28M. The position accounts for 0.3% of the portfolio, ranked #51.

RIA Advisory Group first reported a position in XEL in Q4 2023 and has held it in 5 quarters since. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • RIA Advisory Group held 16,103 shares of Xcel Energy worth $1.28M as of Q1 2026.
  • RIA Advisory Group bought 342 Xcel Energy shares in Q1 2026, an estimated $26.8K.
  • Xcel Energy made up 0.3% of RIA Advisory Group's portfolio in Q1 2026, its #51 holding.
  • RIA Advisory Group first reported a position in Xcel Energy in Q4 2023 and has held it in 5 quarters since.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on RIA Advisory Group's 13F filing for Q1 2026, filed 24 Apr 2026.