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Advyzon Investment Management’s Xcel Energy XEL Stock Holding History

Advyzon Investment 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 		$214K Sell
2,665
-601
-18% -$48K 0.02% 718
2026
Q1 		$259K Buy
+3,266
New +$256K 0.02% 589

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

Advyzon Investment Management's XEL Position: Q2 2026 in Review

Advyzon Investment Management reduced its Xcel Energy (XEL) stake by 18% in Q2 2026, selling an estimated $48K and leaving 2,665 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #718.

Advyzon Investment Management first reported a position in XEL in Q1 2026 and has held it in 2 quarters since. The position peaked at $259K in Q1 2026. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Advyzon Investment Management held 2,665 shares of Xcel Energy worth $214K as of Q2 2026.
  • Advyzon Investment Management sold 601 Xcel Energy shares in Q2 2026, an estimated $48K.
  • Xcel Energy made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #718 holding.
  • Advyzon Investment Management first reported a position in Xcel Energy in Q1 2026 and has held it in 2 quarters since.
  • Advyzon Investment Management's Xcel Energy position peaked at $259K in Q1 2026.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.