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SHP Wealth Management’s Xcel Energy XEL Stock Holding History

SHP Wealth Management’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 		$62.6K Buy
788
+46
+6% +$3.61K ﹤0.01% 453
2025
Q4 		$54.8K Buy
+742
New +$58.5K ﹤0.01% 455

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SHP Wealth Management's XEL Position: Q1 2026 in Review

SHP Wealth Management increased its Xcel Energy (XEL) stake by 6.2% in Q1 2026, buying an estimated $3.61K and bringing the position to 788 shares worth $62.6K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

SHP Wealth Management first reported a position in XEL in Q4 2025 and has held it in 2 quarters since. 1,269 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • SHP Wealth Management held 788 shares of Xcel Energy worth $62.6K as of Q1 2026.
  • SHP Wealth Management bought 46 Xcel Energy shares in Q1 2026, an estimated $3.61K.
  • Xcel Energy made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #453 holding.
  • SHP Wealth Management first reported a position in Xcel Energy in Q4 2025 and has held it in 2 quarters since.
  • 1,269 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.