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Advisors Capital Management’s Xcel Energy XEL Stock Holding History

Advisors Capital 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 		$231K Buy
+2,875
New +$229K ﹤0.01% 581
2025
Q4 		– Sell
-2,534
Closed -$204K – 590
2025
Q3 		$204K Buy
+2,534
New +$183K ﹤0.01% 528

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

Advisors Capital Management's XEL Position: Q2 2026 in Review

Advisors Capital Management opened a new position in Xcel Energy (XEL) in Q2 2026: 2,875 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #581 among its holdings. This is a return to the name: Advisors Capital Management previously reported a position in XEL as recently as Q3 2025.

Advisors Capital Management first reported a position in XEL in Q3 2025 and has held it in 2 quarters since. 1,285 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Advisors Capital Management held 2,875 shares of Xcel Energy worth $231K as of Q2 2026.
  • Xcel Energy was a new Advisors Capital Management position in Q2 2026.
  • Xcel Energy made up ﹤0.01% of Advisors Capital Management's portfolio in Q2 2026, its #581 holding.
  • Advisors Capital Management first reported a position in Xcel Energy in Q3 2025 and has held it in 2 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.