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Waverly Advisors’s Xcel Energy XEL Stock Holding History

Waverly 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 		$5.44M Sell
68,493
-1,242
-2% -$97.4K 0.04% 392
2025
Q4 		$5.15M Buy
69,735
+60,467
+652% +$4.77M 0.04% 371
2025
Q3 		$747K Buy
9,268
+380
+4% +$27.5K 0.01% 722
2025
Q2 		$605K Buy
8,888
+363
+4% +$25.2K 0.01% 754
2025
Q1 		$603K Buy
8,525
+429
+5% +$29.2K 0.01% 728
2024
Q4 		$547K Buy
8,096
+3,691
+84% +$248K 0.01% 660
2024
Q3 		$288K Buy
4,405
+32
+0.7% +$1.9K 0.01% 693
2024
Q2 		$234K Sell
4,373
-151
-3% -$8.21K ﹤0.01% 726
2024
Q1 		$243K Buy
+4,524
New +$258K 0.01% 614
2014
Q4 		– Sell
-383
Closed -$12K – 687
2014
Q3 		$12K Buy
383
+300
+361% +$9.39K 0.01% 440
2014
Q2 		$3K Hold
83
– – ﹤0.01% 677
2014
Q1 		$3K Hold
83
– – ﹤0.01% 637
2013
Q4 		$2K Buy
+83
New +$2.35K ﹤0.01% 791

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

Waverly Advisors's XEL Position: Q1 2026 in Review

Waverly Advisors reduced its Xcel Energy (XEL) stake by 1.8% in Q1 2026, selling an estimated $97.4K and leaving 68,493 shares worth $5.44M. The position accounts for 0.04% of the portfolio, ranked #392.

Waverly Advisors first reported a position in XEL in Q4 2013 and has held it in 13 quarters since. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Waverly Advisors held 68,493 shares of Xcel Energy worth $5.44M as of Q1 2026.
  • Waverly Advisors sold 1,242 Xcel Energy shares in Q1 2026, an estimated $97.4K.
  • Xcel Energy made up 0.04% of Waverly Advisors's portfolio in Q1 2026, its #392 holding.
  • Waverly Advisors first reported a position in Xcel Energy in Q4 2013 and has held it in 13 quarters since.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.