Anchor Investment Management’s Xcel Energy XEL Stock Holding History

Anchor 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	$3.85K	Hold	48	–	–	﹤0.01%	1030
2026 Q1	$3.81K	Hold	48	–	–	﹤0.01%	928
2025 Q4	$3.54K	Hold	48	–	–	﹤0.01%	927
2025 Q3	$3.87K	Hold	48	–	–	﹤0.01%	929
2025 Q2	$3.27K	Hold	48	–	–	﹤0.01%	921
2025 Q1	$3.4K	Hold	48	–	–	﹤0.01%	915
2024 Q4	$3.24K	Hold	48	–	–	﹤0.01%	905
2024 Q3	$3.13K	Hold	48	–	–	﹤0.01%	914
2024 Q2	$2.56K	Hold	48	–	–	﹤0.01%	895
2024 Q1	$2.58K	Buy	48 +17	+55%	+$971	﹤0.01%	919
2023 Q4	$1.92K	Hold	31	–	–	﹤0.01%	880
2023 Q3	$1.77K	Hold	31	–	–	﹤0.01%	900
2023 Q2	$1.93K	Hold	31	–	–	﹤0.01%	882
2023 Q1	$2.09K	Hold	31	–	–	﹤0.01%	901
2022 Q4	$2.17K	Hold	31	–	–	﹤0.01%	872
2022 Q3	$1.98K	Buy	+31	New	+$2.26K	﹤0.01%	887

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Anchor Investment Management held its Xcel Energy (XEL) position steady in Q2 2026 at 48 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Anchor Investment Management first reported a position in XEL in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.87K in Q3 2025. 1,292 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Anchor Investment Management held 48 shares of Xcel Energy worth $3.85K as of Q2 2026.
Anchor Investment Management left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #1030 holding.
Anchor Investment Management first reported a position in Xcel Energy in Q3 2022 and has held it in 16 quarters since.
Anchor Investment Management's Xcel Energy position peaked at $3.87K in Q3 2025.
1,292 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.