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Stiles Financial Services’s Xcel Energy XEL Stock Holding History

Stiles Financial Services’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 		$3.67M Sell
46,142
-507
-1% -$39.8K 1.12% 22
2025
Q4 		$3.45M Sell
46,649
-723
-2% -$57K 1.06% 23
2025
Q3 		$3.82M Sell
47,372
-78
-0.2% -$5.64K 1.2% 19
2025
Q2 		$3.23M Sell
47,450
-4,815
-9% -$334K 1.12% 24
2025
Q1 		$3.7M Buy
52,265
+1,141
+2% +$77.7K 1.42% 14
2024
Q4 		$3.45M Buy
51,124
+335
+0.7% +$22.5K 1.25% 18
2024
Q3 		$3.32M Buy
50,789
+1,085
+2% +$64.4K 1.17% 22
2024
Q2 		$2.65M Buy
49,704
+26
+0.1% +$1.41K 1.02% 25
2024
Q1 		$2.67M Sell
49,678
-2,093
-4% -$120K 1.07% 29
2023
Q4 		$3.21M Buy
51,771
+4,248
+9% +$255K 1.46% 13
2023
Q3 		$2.72M Buy
47,523
+1,902
+4% +$114K 1.41% 15
2023
Q2 		$2.84M Buy
45,621
+802
+2% +$53.5K 1.41% 14
2023
Q1 		$3.02M Buy
44,819
+233
+0.5% +$15.7K 1.62% 13
2022
Q4 		$3.13M Sell
44,586
-151
-0.3% -$10K 1.79% 10
2022
Q3 		$2.86M Sell
44,737
-204
-0.5% -$14.9K 1.74% 13
2022
Q2 		$3.18M Sell
44,941
-1
-0% -$73 1.91% 9
2022
Q1 		$3.25M Buy
44,942
+1,452
+3% +$99.8K 1.63% 12
2021
Q4 		$2.97M Buy
+43,490
New +$2.84M 1.43% 15

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

Stiles Financial Services's XEL Position: Q1 2026 in Review

Stiles Financial Services reduced its Xcel Energy (XEL) stake by 1.1% in Q1 2026, selling an estimated $39.8K and leaving 46,142 shares worth $3.67M. The position accounts for 1.12% of the portfolio, ranked #22.

Stiles Financial Services first reported a position in XEL in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.82M in Q3 2025. 1,265 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Stiles Financial Services held 46,142 shares of Xcel Energy worth $3.67M as of Q1 2026.
  • Stiles Financial Services sold 507 Xcel Energy shares in Q1 2026, an estimated $39.8K.
  • Xcel Energy made up 1.12% of Stiles Financial Services's portfolio in Q1 2026, its #22 holding.
  • Stiles Financial Services first reported a position in Xcel Energy in Q4 2021 and has held it in 18 quarters since.
  • Stiles Financial Services's Xcel Energy position peaked at $3.82M in Q3 2025.
  • 1,265 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.