UFF
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USA Financial Formulas’s Xcel Energy XEL Stock Holding History

USA Financial Formulas’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 		$731K Sell
9,197
-12,238
-57% -$960K 0.14% 46
2025
Q4 		$1.58M Buy
21,435
+17,810
+491% +$1.4M 0.29% 25
2025
Q3 		$292K Buy
+3,625
New +$262K 0.05% 111
2025
Q2 		– Sell
-20,621
Closed -$1.46M – 366
2025
Q1 		$1.46M Sell
20,621
-14,442
-41% -$983K 0.24% 28
2024
Q4 		$2.37M Buy
+35,063
New +$2.35M 0.37% 12
2023
Q3 		– Sell
-7
Closed -$435 – 551
2023
Q2 		$435 Hold
7
– – ﹤0.01% 444
2023
Q1 		$472 Buy
+7
New +$472 ﹤0.01% 369
2022
Q3 		$3.04M Buy
47,460
+2,060
+5% +$150K 4.79% 3
2022
Q2 		$3.21M Buy
45,400
+45,393
+648,471% +$3.3M 4.01% 5
2022
Q1 		$1K Hold
7
– – ﹤0.01% 339
2021
Q4 		$0 Sell
7
-216
-97% -$14.1K ﹤0.01% 502
2021
Q3 		$14K Buy
223
+216
+3,086% +$14.6K 0.01% 237
2021
Q2 		$0 Hold
7
– – ﹤0.01% 457
2021
Q1 		$0 Hold
7
– – ﹤0.01% 440
2020
Q4 		$0 Hold
7
– – ﹤0.01% 426
2020
Q3 		$0 Hold
7
– – ﹤0.01% 370
2020
Q2 		$0 Hold
7
– – ﹤0.01% 341
2020
Q1 		$0 Sell
7
-12
-63% -$782 ﹤0.01% 324
2019
Q4 		$1K Sell
19
-86,737
-100% -$5.43M ﹤0.01% 215
2019
Q3 		$5.63M Sell
86,756
-47,042
-35% -$2.93M 2.19% 5
2019
Q2 		$7.52M Buy
133,798
+30,194
+29% +$1.74M 3.77% 9
2019
Q1 		$5.82M Buy
+103,604
New +$5.51M 3.67% 10

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

USA Financial Formulas's XEL Position: Q1 2026 in Review

USA Financial Formulas reduced its Xcel Energy (XEL) stake by 57% in Q1 2026, selling an estimated $960K and leaving 9,197 shares worth $731K. The position accounts for 0.14% of the portfolio, ranked #46.

USA Financial Formulas first reported a position in XEL in Q1 2019 and has held it in 22 quarters since. The position peaked at $7.52M in Q2 2019. 1,265 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • USA Financial Formulas held 9,197 shares of Xcel Energy worth $731K as of Q1 2026.
  • USA Financial Formulas sold 12,238 Xcel Energy shares in Q1 2026, an estimated $960K.
  • Xcel Energy made up 0.14% of USA Financial Formulas's portfolio in Q1 2026, its #46 holding.
  • USA Financial Formulas first reported a position in Xcel Energy in Q1 2019 and has held it in 22 quarters since.
  • USA Financial Formulas's Xcel Energy position peaked at $7.52M in Q2 2019.
  • 1,265 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.