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Simplicity Wealth’s Xcel Energy XEL Stock Holding History

Simplicity Wealth’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 		$338K Buy
4,261
+62
+1% +$4.86K 0.02% 551
2025
Q4 		$310K Buy
4,199
+153
+4% +$12.1K 0.02% 547
2025
Q3 		$326K Buy
+4,046
New +$293K 0.02% 538
2024
Q3 		– Sell
-22,999
Closed -$1.23M – 1235
2024
Q2 		$1.23M Buy
22,999
+8,656
+60% +$471K 0.03% 470
2024
Q1 		$771K Buy
+14,343
New +$819K 0.02% 593

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

Simplicity Wealth's XEL Position: Q1 2026 in Review

Simplicity Wealth increased its Xcel Energy (XEL) stake by 1.5% in Q1 2026, buying an estimated $4.86K and bringing the position to 4,261 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #551.

Simplicity Wealth first reported a position in XEL in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.23M in Q2 2024. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Simplicity Wealth held 4,261 shares of Xcel Energy worth $338K as of Q1 2026.
  • Simplicity Wealth bought 62 Xcel Energy shares in Q1 2026, an estimated $4.86K.
  • Xcel Energy made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #551 holding.
  • Simplicity Wealth first reported a position in Xcel Energy in Q1 2024 and has held it in 5 quarters since.
  • Simplicity Wealth's Xcel Energy position peaked at $1.23M in Q2 2024.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.