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Truvestments Capital’s Xcel Energy XEL Stock Holding History

Truvestments Capital’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 		$68.1K Buy
857
+43
+5% +$3.37K 0.01% 455
2025
Q4 		$60.1K Sell
814
-99
-11% -$7.81K 0.01% 415
2025
Q3 		$73.6K Buy
913
+13
+1% +$940 0.01% 388
2025
Q2 		$61.3K Hold
900
– – 0.01% 366
2025
Q1 		$63.7K Buy
+900
New +$61.3K 0.01% 357

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

Truvestments Capital's XEL Position: Q1 2026 in Review

Truvestments Capital increased its Xcel Energy (XEL) stake by 5.3% in Q1 2026, buying an estimated $3.37K and bringing the position to 857 shares worth $68.1K. The position accounts for 0.01% of the portfolio, ranked #455.

Truvestments Capital first reported a position in XEL in Q1 2025 and has held it in 5 quarters since. The position peaked at $73.6K in Q3 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Truvestments Capital held 857 shares of Xcel Energy worth $68.1K as of Q1 2026.
  • Truvestments Capital bought 43 Xcel Energy shares in Q1 2026, an estimated $3.37K.
  • Xcel Energy made up 0.01% of Truvestments Capital's portfolio in Q1 2026, its #455 holding.
  • Truvestments Capital first reported a position in Xcel Energy in Q1 2025 and has held it in 5 quarters since.
  • Truvestments Capital's Xcel Energy position peaked at $73.6K in Q3 2025.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.