AWM
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Activest Wealth Management’s Xcel Energy XEL Stock Holding History

Activest Wealth Management’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 		$1.77K Buy
+22
New +$1.76K ﹤0.01% 874
2025
Q4 		– Sell
-100
Closed -$8.06K – 1323
2025
Q3 		$8.06K Buy
100
+8
+9% +$579 ﹤0.01% 555
2025
Q2 		$6.26K Sell
92
-2
-2% -$139 ﹤0.01% 515
2025
Q1 		$6.65K Buy
94
+90
+2,250% +$6.13K ﹤0.01% 469
2024
Q4 		$270 Buy
+4
New +$268 ﹤0.01% 604
2023
Q1 		– Sell
-105
Closed -$7.36K – 573
2022
Q4 		$7.36K Hold
105
– – ﹤0.01% 328
2022
Q3 		$7K Buy
105
+58
+123% +$4.22K ﹤0.01% 333
2022
Q2 		$3K Buy
+47
New +$3.42K ﹤0.01% 312

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

Activest Wealth Management's XEL Position: Q2 2026 in Review

Activest Wealth Management opened a new position in Xcel Energy (XEL) in Q2 2026: 22 shares worth $1.77K. The stake represents ﹤0.01% of the portfolio and ranks #874 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in XEL as recently as Q3 2025.

Activest Wealth Management first reported a position in XEL in Q2 2022 and has held it in 8 quarters since. The position peaked at $8.06K in Q3 2025. 1,291 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Activest Wealth Management held 22 shares of Xcel Energy worth $1.77K as of Q2 2026.
  • Xcel Energy was a new Activest Wealth Management position in Q2 2026.
  • Xcel Energy made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #874 holding.
  • Activest Wealth Management first reported a position in Xcel Energy in Q2 2022 and has held it in 8 quarters since.
  • Activest Wealth Management's Xcel Energy position peaked at $8.06K in Q3 2025.
  • 1,291 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

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