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Richardson Financial Services’s Xcel Energy XEL Stock Holding History

Richardson Financial Services’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 		$111K Buy
1,395
+35
+3% +$2.75K 0.07% 215
2025
Q4 		$100K Buy
1,360
+270
+25% +$21.3K 0.03% 229
2025
Q3 		$87.9K Sell
1,090
-70
-6% -$5.06K 0.05% 219
2025
Q2 		$79.7K Hold
1,160
– – 0.05% 215
2025
Q1 		$82.1K Sell
1,160
-50
-4% -$3.4K 0.06% 199
2024
Q4 		$81.8K Buy
1,210
+835
+223% +$56K 0.06% 207
2024
Q3 		$20K Hold
375
– – 0.01% 346
2024
Q2 		$20K Buy
+375
New +$20.4K 0.01% 327

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

Richardson Financial Services's XEL Position: Q1 2026 in Review

Richardson Financial Services increased its Xcel Energy (XEL) stake by 2.6% in Q1 2026, buying an estimated $2.75K and bringing the position to 1,395 shares worth $111K. The position accounts for 0.07% of the portfolio, ranked #215.

Richardson Financial Services first reported a position in XEL in Q2 2024 and has held it in 8 quarters since. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Richardson Financial Services held 1,395 shares of Xcel Energy worth $111K as of Q1 2026.
  • Richardson Financial Services bought 35 Xcel Energy shares in Q1 2026, an estimated $2.75K.
  • Xcel Energy made up 0.07% of Richardson Financial Services's portfolio in Q1 2026, its #215 holding.
  • Richardson Financial Services first reported a position in Xcel Energy in Q2 2024 and has held it in 8 quarters since.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.