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Wealthspire Advisors (New York)’s Xcel Energy XEL Stock Holding History

Wealthspire Advisors (New York)’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
-5,575
Closed -$412K – 1111
2025
Q4 		$412K Buy
5,575
+2,181
+64% +$172K ﹤0.01% 677
2025
Q3 		$274K Sell
3,394
-626
-16% -$45.3K ﹤0.01% 699
2025
Q2 		$274K Buy
4,020
+548
+16% +$38K ﹤0.01% 695
2025
Q1 		$246K Sell
3,472
-680
-16% -$46.3K ﹤0.01% 689
2024
Q4 		$280K Buy
+4,152
New +$278K ﹤0.01% 657
2024
Q3 		– Sell
-3,830
Closed -$205K – 771
2024
Q2 		$205K Buy
+3,830
New +$208K ﹤0.01% 620
2024
Q1 		– Sell
-3,747
Closed -$232K – 673
2023
Q4 		$232K Buy
+3,747
New +$225K ﹤0.01% 577
2022
Q1 		– Sell
-3,058
Closed -$207K – 557
2021
Q4 		$207K Buy
+3,058
New +$199K ﹤0.01% 515
2021
Q2 		– Sell
-6,314
Closed -$420K – 677
2021
Q1 		$420K Buy
6,314
+1,138
+22% +$71.9K 0.01% 440
2020
Q4 		$345K Buy
5,176
+1,504
+41% +$105K 0.01% 390
2020
Q3 		$253K Buy
3,672
+406
+12% +$27.7K 0.02% 260
2020
Q2 		$204K Sell
3,266
-2,335
-42% -$147K 0.01% 260
2020
Q1 		$338K Buy
+5,601
New +$365K 0.01% 357
2019
Q1 		– Sell
-412
Closed -$20K – 810
2018
Q4 		$20K Buy
+412
New +$20.7K ﹤0.01% 345

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s XEL Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Xcel Energy (XEL) in Q1 2026, closing a stake of 5,575 shares — an estimated $412K sold.

Wealthspire Advisors (New York) first reported a position in XEL in Q4 2018 and held it in 14 quarters. The position peaked at $420K in Q1 2021. 1,268 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Xcel Energy position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 5,575 Xcel Energy shares in Q1 2026, an estimated $412K.
  • Wealthspire Advisors (New York) first reported a position in Xcel Energy in Q4 2018 and held it in 14 quarters.
  • Wealthspire Advisors (New York)'s Xcel Energy position peaked at $420K in Q1 2021.
  • 1,268 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.