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Strategic Investment Advisors’s Xcel Energy XEL Stock Holding History

Strategic Investment Advisors’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 		$779K Buy
+9,802
New +$769K 0.05% 171

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Strategic Investment Advisors's XEL Position: Q1 2026 in Review

Strategic Investment Advisors opened a new position in Xcel Energy (XEL) in Q1 2026: 9,802 shares worth $779K. The stake represents 0.05% of the portfolio and ranks #171 among its holdings.

1,268 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Strategic Investment Advisors held 9,802 shares of Xcel Energy worth $779K as of Q1 2026.
  • Xcel Energy was a new Strategic Investment Advisors position in Q1 2026.
  • Xcel Energy made up 0.05% of Strategic Investment Advisors's portfolio in Q1 2026, its #171 holding.
  • 1,268 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.