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Advocate Investing Services’s Xcel Energy XEL Stock Holding History

Advocate Investing 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 		$41.8K Hold
520
– – 0.03% 181
2026
Q1 		$41.3K Hold
520
– – 0.04% 162
2025
Q4 		$38.4K Buy
+520
New +$41K 0.03% 155

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

Advocate Investing Services's XEL Position: Q2 2026 in Review

Advocate Investing Services held its Xcel Energy (XEL) position steady in Q2 2026 at 520 shares worth $41.8K. The position accounts for 0.03% of the portfolio, ranked #181.

Advocate Investing Services first reported a position in XEL in Q4 2025 and has held it in 3 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Advocate Investing Services held 520 shares of Xcel Energy worth $41.8K as of Q2 2026.
  • Advocate Investing Services left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.03% of Advocate Investing Services's portfolio in Q2 2026, its #181 holding.
  • Advocate Investing Services first reported a position in Xcel Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.