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True Link Financial Advisors’s Xcel Energy XEL Stock Holding History

True Link Financial 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 		$194K Sell
2,437
-626
-20% -$49.1K 0.01% 99
2025
Q4 		$226K Sell
3,063
-493
-14% -$38.9K 0.01% 103
2025
Q3 		$287K Sell
3,556
-120
-3% -$8.68K 0.02% 73
2025
Q2 		$250K Sell
3,676
-150
-4% -$10.4K 0.02% 77
2025
Q1 		$271K Buy
+3,826
New +$260K 0.02% 78
2021
Q4 		– Sell
-32
Closed -$2K – 811
2021
Q3 		$2K Hold
32
– – ﹤0.01% 755
2021
Q2 		$2K Buy
+32
New +$2.23K ﹤0.01% 689

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

True Link Financial Advisors's XEL Position: Q1 2026 in Review

True Link Financial Advisors reduced its Xcel Energy (XEL) stake by 20% in Q1 2026, selling an estimated $49.1K and leaving 2,437 shares worth $194K. The position accounts for 0.01% of the portfolio, ranked #99.

True Link Financial Advisors first reported a position in XEL in Q2 2021 and has held it in 7 quarters since. The position peaked at $287K in Q3 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • True Link Financial Advisors held 2,437 shares of Xcel Energy worth $194K as of Q1 2026.
  • True Link Financial Advisors sold 626 Xcel Energy shares in Q1 2026, an estimated $49.1K.
  • Xcel Energy made up 0.01% of True Link Financial Advisors's portfolio in Q1 2026, its #99 holding.
  • True Link Financial Advisors first reported a position in Xcel Energy in Q2 2021 and has held it in 7 quarters since.
  • True Link Financial Advisors's Xcel Energy position peaked at $287K in Q3 2025.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.