VFG
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Victory Financial Group’s Xcel Energy XEL Stock Holding History

Victory Financial 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 		$358K Buy
4,505
+90
+2% +$7.06K 0.04% 232
2025
Q4 		$326K Buy
4,415
+528
+14% +$41.6K 0.04% 225
2025
Q3 		$314K Buy
3,887
+521
+15% +$37.7K 0.04% 188
2025
Q2 		$229K Buy
+3,366
New +$233K 0.04% 203

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

Victory Financial Group's XEL Position: Q1 2026 in Review

Victory Financial Group increased its Xcel Energy (XEL) stake by 2% in Q1 2026, buying an estimated $7.06K and bringing the position to 4,505 shares worth $358K. The position accounts for 0.04% of the portfolio, ranked #232.

Victory Financial Group first reported a position in XEL in Q2 2025 and has held it in 4 quarters since. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Victory Financial Group held 4,505 shares of Xcel Energy worth $358K as of Q1 2026.
  • Victory Financial Group bought 90 Xcel Energy shares in Q1 2026, an estimated $7.06K.
  • Xcel Energy made up 0.04% of Victory Financial Group's portfolio in Q1 2026, its #232 holding.
  • Victory Financial Group first reported a position in Xcel Energy in Q2 2025 and has held it in 4 quarters since.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Victory Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.