Trivium Point Advisory’s Xcel Energy XEL Stock Holding History

Trivium Point Advisory’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	$551K	Sell	6,942 -415	-6%	-$32.6K	0.1%	178
2025 Q4	$543K	Sell	7,357 -383	-5%	-$30.2K	0.05%	233
2025 Q3	$624K	Buy	7,740 +856	+12%	+$61.9K	0.06%	220
2025 Q2	$469K	Sell	6,884 -24	-0.3%	-$1.66K	0.05%	239
2025 Q1	$489K	Buy	6,908 +93	+1%	+$6.33K	0.06%	229
2024 Q4	$460K	Buy	6,815 +2,100	+45%	+$141K	0.06%	233
2024 Q3	$324K	Buy	+4,715	New	+$280K	0.05%	271
2021 Q1	–	Sell	-19,970	Closed	-$1.3M	–	210
2020 Q4	$1.3M	Sell	19,970 -1,084	-5%	-$75.5K	0.38%	103
2020 Q3	$1.45M	Buy	21,054 +520	+3%	+$35.5K	0.51%	73
2020 Q2	$1.31M	Buy	20,534 +2,006	+11%	+$126K	0.52%	72
2020 Q1	$1.16M	Sell	18,528 -2,508	-12%	-$163K	0.6%	68
2019 Q4	$1.34M	Buy	21,036 +183	+0.9%	+$11.4K	0.52%	88
2019 Q3	$1.33M	Sell	20,853 -5,521	-21%	-$344K	0.61%	79
2019 Q2	$1.57M	Sell	26,374 -150	-0.6%	-$8.62K	0.7%	63
2019 Q1	$1.49M	Sell	26,524 -491	-2%	-$26.1K	0.7%	62
2018 Q4	$1.33M	Buy	+27,015	New	+$1.35M	0.81%	59

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

Trivium Point Advisory's XEL Position: Q1 2026 in Review

Trivium Point Advisory reduced its Xcel Energy (XEL) stake by 5.6% in Q1 2026, selling an estimated $32.6K and leaving 6,942 shares worth $551K. The position accounts for 0.1% of the portfolio, ranked #178.

Trivium Point Advisory first reported a position in XEL in Q4 2018 and has held it in 16 quarters since. The position peaked at $1.57M in Q2 2019. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Trivium Point Advisory held 6,942 shares of Xcel Energy worth $551K as of Q1 2026.
Trivium Point Advisory sold 415 Xcel Energy shares in Q1 2026, an estimated $32.6K.
Xcel Energy made up 0.1% of Trivium Point Advisory's portfolio in Q1 2026, its #178 holding.
Trivium Point Advisory first reported a position in Xcel Energy in Q4 2018 and has held it in 16 quarters since.
Trivium Point Advisory's Xcel Energy position peaked at $1.57M in Q2 2019.
1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Trivium Point Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.