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AmeriFlex Group’s Xcel Energy XEL Stock Holding History

AmeriFlex Group’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 		$705K Buy
8,776
+123
+1% +$9.82K 0.29% 69
2026
Q1 		$687K Hold
8,653
– – 0.35% 62
2025
Q4 		$639K Sell
8,653
-8,653
-50% -$682K 0.33% 60
2025
Q3 		$1.4M Buy
17,306
+8,392
+94% +$607K 0.52% 32
2025
Q2 		$604K Hold
8,914
– – 0.32% 63
2025
Q1 		$631K Hold
8,914
– – 0.26% 84
2024
Q4 		$599K Buy
+8,914
New +$598K 0.27% 75

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

AmeriFlex Group's XEL Position: Q2 2026 in Review

AmeriFlex Group increased its Xcel Energy (XEL) stake by 1.4% in Q2 2026, buying an estimated $9.82K and bringing the position to 8,776 shares worth $705K. The position accounts for 0.29% of the portfolio, ranked #69.

AmeriFlex Group first reported a position in XEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.4M in Q3 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • AmeriFlex Group held 8,776 shares of Xcel Energy worth $705K as of Q2 2026.
  • AmeriFlex Group bought 123 Xcel Energy shares in Q2 2026, an estimated $9.82K.
  • Xcel Energy made up 0.29% of AmeriFlex Group's portfolio in Q2 2026, its #69 holding.
  • AmeriFlex Group first reported a position in Xcel Energy in Q4 2024 and has held it in 7 quarters since.
  • AmeriFlex Group's Xcel Energy position peaked at $1.4M in Q3 2025.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.