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Vident Advisory’s Xcel Energy XEL Stock Holding History

Vident Advisory’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 		$3.07M Buy
38,645
+9,053
+31% +$710K 0.03% 494
2025
Q4 		$2.19M Sell
29,592
-1,808
-6% -$143K 0.02% 547
2025
Q3 		$2.53M Buy
31,400
+8,312
+36% +$601K 0.02% 498
2025
Q2 		$1.57M Sell
23,088
-13,012
-36% -$902K 0.02% 588
2025
Q1 		$2.56M Buy
36,100
+21,427
+146% +$1.46M 0.04% 394
2024
Q4 		$991K Buy
14,673
+1,018
+7% +$68.3K 0.02% 641
2024
Q3 		$892K Buy
13,655
+4,928
+56% +$292K 0.02% 674
2024
Q2 		$466K Sell
8,727
-5,045
-37% -$274K 0.01% 926
2024
Q1 		$740K Buy
13,772
+5,819
+73% +$332K 0.02% 678
2023
Q4 		$492K Sell
7,953
-305
-4% -$18.3K 0.01% 783
2023
Q3 		$473K Buy
+8,258
New +$496K 0.01% 722

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

Vident Advisory's XEL Position: Q1 2026 in Review

Vident Advisory increased its Xcel Energy (XEL) stake by 31% in Q1 2026, buying an estimated $710K and bringing the position to 38,645 shares worth $3.07M. The position accounts for 0.03% of the portfolio, ranked #494.

Vident Advisory first reported a position in XEL in Q3 2023 and has held it in 11 quarters since. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Vident Advisory held 38,645 shares of Xcel Energy worth $3.07M as of Q1 2026.
  • Vident Advisory bought 9,053 Xcel Energy shares in Q1 2026, an estimated $710K.
  • Xcel Energy made up 0.03% of Vident Advisory's portfolio in Q1 2026, its #494 holding.
  • Vident Advisory first reported a position in Xcel Energy in Q3 2023 and has held it in 11 quarters since.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.