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Savvy Advisors Inc’s Xcel Energy XEL Stock Holding History

Savvy Advisors Inc’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 		$1.91M Sell
24,029
-29
-0.1% -$2.27K 0.05% 278
2025
Q4 		$1.78M Buy
24,058
+10,361
+76% +$817K 0.06% 249
2025
Q3 		$1.1M Buy
13,697
+715
+6% +$51.7K 0.05% 250
2025
Q2 		$884K Buy
+12,982
New +$900K 0.06% 234

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

Savvy Advisors Inc's XEL Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Xcel Energy (XEL) stake by 0.12% in Q1 2026, selling an estimated $2.27K and leaving 24,029 shares worth $1.91M. The position accounts for 0.05% of the portfolio, ranked #278.

Savvy Advisors Inc first reported a position in XEL in Q2 2025 and has held it in 4 quarters since. 1,264 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Savvy Advisors Inc held 24,029 shares of Xcel Energy worth $1.91M as of Q1 2026.
  • Savvy Advisors Inc sold 29 Xcel Energy shares in Q1 2026, an estimated $2.27K.
  • Xcel Energy made up 0.05% of Savvy Advisors Inc's portfolio in Q1 2026, its #278 holding.
  • Savvy Advisors Inc first reported a position in Xcel Energy in Q2 2025 and has held it in 4 quarters since.
  • 1,264 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.