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AlphaCore Capital’s Xcel Energy XEL Stock Holding History

AlphaCore Capital’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 		$436K Buy
5,425
+1,988
+58% +$159K 0.01% 753
2026
Q1 		$274K Sell
3,437
-2,097
-38% -$164K 0.01% 716
2025
Q4 		$409K Buy
5,534
+3,863
+231% +$305K 0.01% 679
2025
Q3 		$136K Buy
1,671
+74
+5% +$5.35K ﹤0.01% 768
2025
Q2 		$108K Buy
1,597
+79
+5% +$5.48K ﹤0.01% 698
2025
Q1 		$108K Buy
+1,518
New +$103K 0.01% 515

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

AlphaCore Capital's XEL Position: Q2 2026 in Review

AlphaCore Capital increased its Xcel Energy (XEL) stake by 58% in Q2 2026, buying an estimated $159K and bringing the position to 5,425 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #753.

AlphaCore Capital first reported a position in XEL in Q1 2025 and has held it in 6 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • AlphaCore Capital held 5,425 shares of Xcel Energy worth $436K as of Q2 2026.
  • AlphaCore Capital bought 1,988 Xcel Energy shares in Q2 2026, an estimated $159K.
  • Xcel Energy made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #753 holding.
  • AlphaCore Capital first reported a position in Xcel Energy in Q1 2025 and has held it in 6 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.