Smartleaf Asset Management’s Xcel Energy XEL Stock Holding History

Smartleaf Asset 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	$890K	Buy	11,236 +683	+6%	+$53.6K	0.03%	424
2025 Q4	$783K	Buy	10,553 +698	+7%	+$55K	0.03%	424
2025 Q3	$789K	Buy	9,855 +3,608	+58%	+$261K	0.05%	368
2025 Q2	$423K	Sell	6,247 -736	-11%	-$51K	0.04%	405
2025 Q1	$487K	Sell	6,983 -906	-11%	-$61.7K	0.05%	373
2024 Q4	$533K	Buy	7,889 +633	+9%	+$42.5K	0.05%	317
2024 Q3	$469K	Buy	7,256 +1,092	+18%	+$64.8K	0.06%	311
2024 Q2	$332K	Buy	6,164 +56	+0.9%	+$3.05K	0.05%	301
2024 Q1	$326K	Buy	6,108 +52	+0.9%	+$2.97K	0.06%	268
2023 Q4	$375K	Buy	+6,056	New	+$363K	0.1%	202

Other funds holding XEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Smartleaf Asset Management's XEL Position: Q1 2026 in Review

Smartleaf Asset Management increased its Xcel Energy (XEL) stake by 6.5% in Q1 2026, buying an estimated $53.6K and bringing the position to 11,236 shares worth $890K. The position accounts for 0.03% of the portfolio, ranked #424.

Smartleaf Asset Management first reported a position in XEL in Q4 2023 and has held it in 10 quarters since. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Smartleaf Asset Management held 11,236 shares of Xcel Energy worth $890K as of Q1 2026.
Smartleaf Asset Management bought 683 Xcel Energy shares in Q1 2026, an estimated $53.6K.
Xcel Energy made up 0.03% of Smartleaf Asset Management's portfolio in Q1 2026, its #424 holding.
Smartleaf Asset Management first reported a position in Xcel Energy in Q4 2023 and has held it in 10 quarters since.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.