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1 North Wealth Services’s Xcel Energy XEL Stock Holding History

1 North Wealth Services’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
Q2 		$12.6K Buy
+157
New +$12.5K ﹤0.01% 167

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

1 North Wealth Services's XEL Position: Q2 2026 in Review

1 North Wealth Services opened a new position in Xcel Energy (XEL) in Q2 2026: 157 shares worth $12.6K. The stake represents ﹤0.01% of the portfolio and ranks #167 among its holdings.

1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • 1 North Wealth Services held 157 shares of Xcel Energy worth $12.6K as of Q2 2026.
  • Xcel Energy was a new 1 North Wealth Services position in Q2 2026.
  • Xcel Energy made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #167 holding.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.