U.S. Capital Wealth Advisors’s Xcel Energy XEL Stock Holding History

U.S. Capital Wealth 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	$499K	Buy	6,282 +7	+0.1%	+$549	0.01%	674
2025 Q4	$463K	Sell	6,275 -1,832	-23%	-$144K	0.01%	671
2025 Q3	$654K	Sell	8,107 -30	-0.4%	-$2.17K	0.02%	571
2025 Q2	$554K	Buy	8,137 +198	+2%	+$13.7K	0.02%	569
2025 Q1	$562K	Sell	7,939 -29	-0.4%	-$1.97K	0.02%	564
2024 Q4	$538K	Buy	7,968 +522	+7%	+$35K	0.02%	544
2024 Q3	$486K	Buy	+7,446	New	+$442K	0.02%	481
2023 Q1	–	Sell	-624	Closed	-$43.7K	–	1544
2022 Q4	$43.7K	Buy	+624	New	+$41.5K	﹤0.01%	915

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

U.S. Capital Wealth Advisors's XEL Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Xcel Energy (XEL) stake by 0.11% in Q1 2026, buying an estimated $549 and bringing the position to 6,282 shares worth $499K. The position accounts for 0.01% of the portfolio, ranked #674.

U.S. Capital Wealth Advisors first reported a position in XEL in Q4 2022 and has held it in 8 quarters since. The position peaked at $654K in Q3 2025. 1,264 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

U.S. Capital Wealth Advisors held 6,282 shares of Xcel Energy worth $499K as of Q1 2026.
U.S. Capital Wealth Advisors bought 7 Xcel Energy shares in Q1 2026, an estimated $549.
Xcel Energy made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #674 holding.
U.S. Capital Wealth Advisors first reported a position in Xcel Energy in Q4 2022 and has held it in 8 quarters since.
U.S. Capital Wealth Advisors's Xcel Energy position peaked at $654K in Q3 2025.
1,264 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.