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Vermillion & White Wealth Management Group’s Xcel Energy XEL Stock Holding History

Vermillion & White Wealth Management 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
-339
Closed -$25K – 544
2025
Q4 		$25K Hold
339
– – 0.01% 230
2025
Q3 		$27.3K Buy
+339
New +$24.5K 0.02% 217

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

Vermillion & White Wealth Management Group's XEL Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Xcel Energy (XEL) in Q1 2026, closing a stake of 339 shares — an estimated $25K sold.

Vermillion & White Wealth Management Group first reported a position in XEL in Q3 2025 and held it in 2 quarters. The position peaked at $27.3K in Q3 2025. 1,264 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining Xcel Energy position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 339 Xcel Energy shares in Q1 2026, an estimated $25K.
  • Vermillion & White Wealth Management Group first reported a position in Xcel Energy in Q3 2025 and held it in 2 quarters.
  • Vermillion & White Wealth Management Group's Xcel Energy position peaked at $27.3K in Q3 2025.
  • 1,264 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.