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Sigma Planning Corp’s Xcel Energy XEL Stock Holding History

Sigma Planning Corp’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 		$852K Sell
10,721
-897
-8% -$70.4K 0.02% 636
2025
Q4 		$858K Buy
11,618
+5
+0% +$394 0.02% 593
2025
Q3 		$937K Sell
11,613
-1,095
-9% -$79.2K 0.03% 556
2025
Q2 		$865K Sell
12,708
-514
-4% -$35.6K 0.03% 548
2025
Q1 		$936K Buy
13,222
+131
+1% +$8.92K 0.03% 514
2024
Q4 		$884K Sell
13,091
-318
-2% -$21.3K 0.03% 535
2024
Q3 		$876K Sell
13,409
-5,465
-29% -$324K 0.03% 543
2024
Q2 		$1.01M Buy
18,874
+1,601
+9% +$87.1K 0.03% 484
2024
Q1 		$928K Buy
17,273
+4,399
+34% +$251K 0.03% 532
2023
Q4 		$797K Sell
12,874
-4,230
-25% -$254K 0.06% 319
2023
Q3 		$979K Sell
17,104
-1,799
-10% -$108K 0.04% 473
2023
Q2 		$1.18M Sell
18,903
-227
-1% -$15.2K 0.04% 409
2023
Q1 		$1.29M Buy
19,130
+416
+2% +$28.1K 0.04% 418
2022
Q4 		$1.31M Buy
18,714
+106
+0.6% +$7.05K 0.05% 395
2022
Q3 		$1.19M Sell
18,608
-93
-0.5% -$6.77K 0.05% 398
2022
Q2 		$1.32M Buy
18,701
+2,179
+13% +$159K 0.05% 374
2022
Q1 		$1.19M Sell
16,522
-1,084
-6% -$74.5K 0.04% 474
2021
Q4 		$1.19M Buy
17,606
+452
+3% +$29.5K 0.03% 478
2021
Q3 		$1.07M Sell
17,154
-2,490
-13% -$168K 0.03% 514
2021
Q2 		$1.29M Sell
19,644
-2,056
-9% -$143K 0.04% 464
2021
Q1 		$1.44M Buy
21,700
+2,242
+12% +$142K 0.05% 390
2020
Q4 		$1.3M Sell
19,458
-2,098
-10% -$146K 0.04% 378
2020
Q3 		$1.49M Sell
21,556
-1,172
-5% -$80K 0.06% 308
2020
Q2 		$1.42M Sell
22,728
-334
-1% -$21K 0.06% 300
2020
Q1 		$1.39M Buy
23,062
+533
+2% +$34.7K 0.08% 253
2019
Q4 		$1.43M Sell
22,529
-55
-0.2% -$3.44K 0.06% 322
2019
Q3 		$1.47M Sell
22,584
-492
-2% -$30.7K 0.07% 284
2019
Q2 		$1.37M Buy
23,076
+1,389
+6% +$79.9K 0.07% 280
2019
Q1 		$1.22M Sell
21,687
-183
-0.8% -$9.73K 0.07% 275
2018
Q4 		$1.08M Sell
21,870
-2,630
-11% -$132K 0.08% 246
2018
Q3 		$1.16M Buy
24,500
+709
+3% +$33.5K 0.07% 271
2018
Q2 		$1.09M Buy
23,791
+7,852
+49% +$352K 0.07% 264
2018
Q1 		$725K Sell
15,939
-421
-3% -$18.8K 0.05% 339
2017
Q4 		$787K Buy
16,360
+2,166
+15% +$107K 0.06% 314
2017
Q3 		$672K Buy
14,194
+69
+0.5% +$3.31K 0.06% 342
2017
Q2 		$648K Sell
14,125
-572
-4% -$26.3K 0.06% 337
2017
Q1 		$653K Sell
14,697
-430
-3% -$18.2K 0.06% 325
2016
Q4 		$616K Sell
15,127
-704
-4% -$28.2K 0.07% 302
2016
Q3 		$651K Buy
15,831
+309
+2% +$13.2K 0.08% 279
2016
Q2 		$695K Buy
15,522
+2,366
+18% +$97.9K 0.09% 249
2016
Q1 		$550K Sell
13,156
-35
-0.3% -$1.36K 0.08% 289
2015
Q4 		$474K Buy
13,191
+276
+2% +$9.86K 0.07% 328
2015
Q3 		$457K Sell
12,915
-119
-0.9% -$4.05K 0.07% 319
2015
Q2 		$419K Sell
13,034
-3,575
-22% -$120K 0.06% 387
2015
Q1 		$578K Sell
16,609
-7,553
-31% -$270K 0.08% 308
2014
Q4 		$868K Buy
+24,162
New +$811K 0.11% 212

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

Sigma Planning Corp's XEL Position: Q1 2026 in Review

Sigma Planning Corp reduced its Xcel Energy (XEL) stake by 7.7% in Q1 2026, selling an estimated $70.4K and leaving 10,721 shares worth $852K. The position accounts for 0.02% of the portfolio, ranked #636.

Sigma Planning Corp first reported a position in XEL in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.49M in Q3 2020. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Sigma Planning Corp held 10,721 shares of Xcel Energy worth $852K as of Q1 2026.
  • Sigma Planning Corp sold 897 Xcel Energy shares in Q1 2026, an estimated $70.4K.
  • Xcel Energy made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #636 holding.
  • Sigma Planning Corp first reported a position in Xcel Energy in Q4 2014 and has held it in 46 quarters since.
  • Sigma Planning Corp's Xcel Energy position peaked at $1.49M in Q3 2020.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.