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Stone House Investment Management’s Xcel Energy XEL Stock Holding History

Stone House Investment 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 		$8.82K Buy
111
+71
+178% +$5.57K ﹤0.01% 372
2025
Q4 		$2.95K Hold
40
– – ﹤0.01% 510
2025
Q3 		$3.23K Sell
40
-35
-47% -$2.53K ﹤0.01% 427
2025
Q2 		$5.11K Buy
+75
New +$5.2K ﹤0.01% 322

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

Stone House Investment Management's XEL Position: Q1 2026 in Review

Stone House Investment Management increased its Xcel Energy (XEL) stake by 178% in Q1 2026, buying an estimated $5.57K and bringing the position to 111 shares worth $8.82K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Stone House Investment Management first reported a position in XEL in Q2 2025 and has held it in 4 quarters since. 1,265 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Stone House Investment Management held 111 shares of Xcel Energy worth $8.82K as of Q1 2026.
  • Stone House Investment Management bought 71 Xcel Energy shares in Q1 2026, an estimated $5.57K.
  • Xcel Energy made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #372 holding.
  • Stone House Investment Management first reported a position in Xcel Energy in Q2 2025 and has held it in 4 quarters since.
  • 1,265 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.