Verdence Capital Advisors’s Xcel Energy XEL Stock Holding History

Verdence Capital 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	$1.13M	Sell	14,202 -5,818	-29%	-$456K	0.07%	266
2025 Q4	$1.48M	Sell	20,020 -1,738	-8%	-$137K	0.09%	211
2025 Q3	$1.76M	Buy	21,758 +385	+2%	+$27.9K	0.1%	199
2025 Q2	$1.46M	Buy	21,373 +192	+0.9%	+$13.3K	0.1%	200
2025 Q1	$1.5M	Sell	21,181 -462	-2%	-$31.5K	0.11%	188
2024 Q4	$1.46M	Sell	21,643 -178	-0.8%	-$11.9K	0.12%	199
2024 Q3	$1.42M	Buy	21,821 +633	+3%	+$37.5K	0.11%	209
2024 Q2	$1.13M	Buy	21,188 +10,471	+98%	+$570K	0.1%	226
2024 Q1	$576K	Buy	10,717 +535	+5%	+$30.6K	0.05%	328
2023 Q4	$630K	Buy	+10,182	New	+$611K	0.06%	297

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

Verdence Capital Advisors's XEL Position: Q1 2026 in Review

Verdence Capital Advisors reduced its Xcel Energy (XEL) stake by 29% in Q1 2026, selling an estimated $456K and leaving 14,202 shares worth $1.13M. The position accounts for 0.07% of the portfolio, ranked #266.

Verdence Capital Advisors first reported a position in XEL in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.76M in Q3 2025. 1,264 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

Verdence Capital Advisors held 14,202 shares of Xcel Energy worth $1.13M as of Q1 2026.
Verdence Capital Advisors sold 5,818 Xcel Energy shares in Q1 2026, an estimated $456K.
Xcel Energy made up 0.07% of Verdence Capital Advisors's portfolio in Q1 2026, its #266 holding.
Verdence Capital Advisors first reported a position in Xcel Energy in Q4 2023 and has held it in 10 quarters since.
Verdence Capital Advisors's Xcel Energy position peaked at $1.76M in Q3 2025.
1,264 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.