Addison Advisors’s Xcel Energy XEL Stock Holding History

Addison 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	–	Sell	-857	Closed	-$68.1K	–	1013
2026 Q1	$68.1K	Hold	857	–	–	0.02%	374
2025 Q4	$63.3K	Hold	857	–	–	0.01%	378
2025 Q3	$69.1K	Sell	857 -98	-10%	-$7.09K	0.02%	365
2025 Q2	$65K	Buy	955 +252	+36%	+$17.5K	0.02%	376
2025 Q1	$49.8K	Buy	703 +42	+6%	+$2.86K	0.01%	385
2024 Q4	$44.6K	Hold	661	–	–	0.01%	403
2024 Q3	$43.2K	Buy	661 +128	+24%	+$7.59K	0.01%	412
2024 Q2	$28.5K	Hold	533	–	–	0.01%	443
2024 Q1	$28.6K	Hold	533	–	–	0.01%	425
2023 Q4	$33K	Sell	533 -267	-33%	-$16K	0.01%	401
2023 Q3	$45.8K	Hold	800	–	–	0.02%	333
2023 Q2	$49.7K	Hold	800	–	–	0.02%	316
2023 Q1	$54K	Sell	800 -8	-1%	-$540	0.03%	292
2022 Q4	$56.6K	Hold	808	–	–	0.03%	275
2022 Q3	$52K	Sell	808 -187	-19%	-$13.6K	0.03%	260
2022 Q2	$70K	Hold	995	–	–	0.04%	229
2022 Q1	$72K	Buy	995 +267	+37%	+$18.3K	0.04%	240
2021 Q4	$49K	Buy	728 +8	+1%	+$522	0.03%	251
2021 Q3	$45K	Hold	720	–	–	0.04%	196
2021 Q2	$47K	Buy	+720	New	+$50.1K	0.04%	193
2020 Q4	$36K	Buy	+533	New	+$37.1K	0.03%	203

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Addison Advisors's XEL Position: Q2 2026 in Review

Addison Advisors sold out of Xcel Energy (XEL) in Q2 2026, closing a stake of 857 shares — an estimated $68.1K sold.

Addison Advisors first reported a position in XEL in Q4 2020 and held it in 21 quarters. The position peaked at $72K in Q1 2022. 1,282 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Addison Advisors reported no remaining Xcel Energy position as of Q2 2026 after selling out during the quarter.
Addison Advisors sold 857 Xcel Energy shares in Q2 2026, an estimated $68.1K.
Addison Advisors first reported a position in Xcel Energy in Q4 2020 and held it in 21 quarters.
Addison Advisors's Xcel Energy position peaked at $72K in Q1 2022.
1,282 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.