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Turning Point Benefit Group’s Xcel Energy XEL Stock Holding History

Turning Point Benefit Group’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 		– Sell
-46
Closed -$3.4K – 806
2025
Q4 		$3.4K Buy
+46
New +$3.63K ﹤0.01% 354

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $1.88T AUM 44.46% 1-Year Est. Return

Turning Point Benefit Group's XEL Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Xcel Energy (XEL) in Q1 2026, closing a stake of 46 shares — an estimated $3.4K sold.

Turning Point Benefit Group first reported a position in XEL in Q4 2025 and held it in 1 quarter. The position peaked at $3.4K in Q4 2025. 1,275 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Xcel Energy position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 46 Xcel Energy shares in Q1 2026, an estimated $3.4K.
  • Turning Point Benefit Group first reported a position in Xcel Energy in Q4 2025 and held it in 1 quarter.
  • Turning Point Benefit Group's Xcel Energy position peaked at $3.4K in Q4 2025.
  • 1,275 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.