American Capital Advisory’s Xcel Energy XEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.89K Buy
36
+14
+64% +$1.12K ﹤0.01% 545
2026
Q1
$1.75K Buy
22
+1
+5% +$78 ﹤0.01% 561
2025
Q4
$1.55K Buy
21
+9
+75% +$710 ﹤0.01% 510
2025
Q3
$968 Buy
12
+2
+20% +$145 ﹤0.01% 548
2025
Q2
$681 Hold
10
﹤0.01% 559
2025
Q1
$708 Buy
+10
New +$681 ﹤0.01% 466

Other funds holding XEL

American Capital Advisory's XEL Position: Q2 2026 in Review

American Capital Advisory increased its Xcel Energy (XEL) stake by 64% in Q2 2026, buying an estimated $1.12K and bringing the position to 36 shares worth $2.89K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

American Capital Advisory first reported a position in XEL in Q1 2025 and has held it in 6 quarters since. 745 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • American Capital Advisory held 36 shares of Xcel Energy worth $2.89K as of Q2 2026.
  • American Capital Advisory bought 14 Xcel Energy shares in Q2 2026, an estimated $1.12K.
  • Xcel Energy made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #545 holding.
  • American Capital Advisory first reported a position in Xcel Energy in Q1 2025 and has held it in 6 quarters since.
  • 745 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.