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Aaron Wealth Advisors’s Xcel Energy XEL Stock Holding History

Aaron Wealth 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
Q2 		$658K Sell
8,191
-1,204
-13% -$96.1K 0.03% 349
2026
Q1 		$746K Sell
9,395
-1,296
-12% -$102K 0.04% 292
2025
Q4 		$790K Sell
10,691
-149
-1% -$11.8K 0.04% 302
2025
Q3 		$874K Buy
10,840
+4,597
+74% +$333K 0.05% 264
2025
Q2 		$425K Sell
6,243
-234
-4% -$16.2K 0.04% 280
2025
Q1 		$459K Buy
6,477
+219
+3% +$14.9K 0.05% 235
2024
Q4 		$423K Buy
6,258
+368
+6% +$24.7K 0.05% 237
2024
Q3 		$385K Buy
5,890
+1,608
+38% +$95.4K 0.05% 240
2024
Q2 		$229K Buy
+4,282
New +$233K 0.03% 285
2022
Q2 		– Sell
-79,820
Closed -$1.11M – 858
2022
Q1 		$1.11M Buy
+79,820
New +$5.48M 0.02% 341

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

Aaron Wealth Advisors's XEL Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Xcel Energy (XEL) stake by 13% in Q2 2026, selling an estimated $96.1K and leaving 8,191 shares worth $658K. The position accounts for 0.03% of the portfolio, ranked #349.

Aaron Wealth Advisors first reported a position in XEL in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.11M in Q1 2022. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Aaron Wealth Advisors held 8,191 shares of Xcel Energy worth $658K as of Q2 2026.
  • Aaron Wealth Advisors sold 1,204 Xcel Energy shares in Q2 2026, an estimated $96.1K.
  • Xcel Energy made up 0.03% of Aaron Wealth Advisors's portfolio in Q2 2026, its #349 holding.
  • Aaron Wealth Advisors first reported a position in Xcel Energy in Q1 2022 and has held it in 10 quarters since.
  • Aaron Wealth Advisors's Xcel Energy position peaked at $1.11M in Q1 2022.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.