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VCI Wealth Management’s Xcel Energy XEL Stock Holding History

VCI Wealth Management’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 		$1.36M Sell
17,122
-2,470
-13% -$194K 0.38% 64
2025
Q4 		$1.45M Buy
19,592
+5,011
+34% +$395K 0.4% 66
2025
Q3 		$1.18M Buy
+14,581
New +$1.05M 0.36% 70

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

VCI Wealth Management's XEL Position: Q1 2026 in Review

VCI Wealth Management reduced its Xcel Energy (XEL) stake by 13% in Q1 2026, selling an estimated $194K and leaving 17,122 shares worth $1.36M. The position accounts for 0.38% of the portfolio, ranked #64.

VCI Wealth Management first reported a position in XEL in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.45M in Q4 2025. 1,265 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • VCI Wealth Management held 17,122 shares of Xcel Energy worth $1.36M as of Q1 2026.
  • VCI Wealth Management sold 2,470 Xcel Energy shares in Q1 2026, an estimated $194K.
  • Xcel Energy made up 0.38% of VCI Wealth Management's portfolio in Q1 2026, its #64 holding.
  • VCI Wealth Management first reported a position in Xcel Energy in Q3 2025 and has held it in 3 quarters since.
  • VCI Wealth Management's Xcel Energy position peaked at $1.45M in Q4 2025.
  • 1,265 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on VCI Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.