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Wealth Alliance’s Xcel Energy XEL Stock Holding History

Wealth Alliance’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 		$1.31M Sell
16,447
-5,357
-25% -$420K 0.13% 150
2025
Q4 		$1.61M Sell
21,804
-1,875
-8% -$148K 0.16% 122
2025
Q3 		$1.91M Buy
23,679
+726
+3% +$52.5K 0.2% 93
2025
Q2 		$1.56M Sell
22,953
-385
-2% -$26.7K 0.17% 117
2025
Q1 		$1.65M Sell
23,338
-335
-1% -$22.8K 0.2% 100
2024
Q4 		$1.6M Sell
23,673
-450
-2% -$30.2K 0.19% 106
2024
Q3 		$1.58M Buy
24,123
+29
+0.1% +$1.72K 0.19% 107
2024
Q2 		$1.29M Buy
24,094
+14,062
+140% +$765K 0.17% 124
2024
Q1 		$539K Sell
10,032
-3,273
-25% -$187K 0.07% 256
2023
Q4 		$824K Buy
13,305
+6,262
+89% +$376K 0.12% 178
2023
Q3 		$403K Buy
7,043
+2,719
+63% +$163K 0.06% 276
2023
Q2 		$269K Sell
4,324
-511
-11% -$34.1K 0.04% 411
2023
Q1 		$326K Buy
4,835
+94
+2% +$6.34K 0.05% 332
2022
Q4 		$332K Buy
4,741
+193
+4% +$12.8K 0.06% 315
2022
Q3 		$291K Buy
4,548
+116
+3% +$8.45K 0.06% 328
2022
Q2 		$314K Sell
4,432
-251
-5% -$18.3K 0.06% 313
2022
Q1 		$338K Buy
4,683
+459
+11% +$31.5K 0.07% 302
2021
Q4 		$286K Buy
4,224
+159
+4% +$10.4K 0.06% 342
2021
Q3 		$254K Buy
4,065
+51
+1% +$3.45K 0.06% 348
2021
Q2 		$264K Buy
+4,014
New +$279K 0.06% 357
2021
Q1 		– Sell
-4,058
Closed -$271K – 413
2020
Q4 		$271K Buy
4,058
+191
+5% +$13.3K 0.08% 300
2020
Q3 		$267K Buy
3,867
+24
+0.6% +$1.64K 0.1% 260
2020
Q2 		$240K Buy
3,843
+159
+4% +$10K 0.09% 257
2020
Q1 		$222K Buy
+3,684
New +$240K 0.12% 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

Wealth Alliance's XEL Position: Q1 2026 in Review

Wealth Alliance reduced its Xcel Energy (XEL) stake by 25% in Q1 2026, selling an estimated $420K and leaving 16,447 shares worth $1.31M. The position accounts for 0.13% of the portfolio, ranked #150.

Wealth Alliance first reported a position in XEL in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.91M in Q3 2025. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Wealth Alliance held 16,447 shares of Xcel Energy worth $1.31M as of Q1 2026.
  • Wealth Alliance sold 5,357 Xcel Energy shares in Q1 2026, an estimated $420K.
  • Xcel Energy made up 0.13% of Wealth Alliance's portfolio in Q1 2026, its #150 holding.
  • Wealth Alliance first reported a position in Xcel Energy in Q1 2020 and has held it in 24 quarters since.
  • Wealth Alliance's Xcel Energy position peaked at $1.91M in Q3 2025.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.