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Annis Gardner Whiting Capital Advisors’s Xcel Energy XEL Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-698
Closed -$55.8K – 1269
2026
Q1 		$55.8K Sell
698
-282
-29% -$22.1K 0.01% 562
2025
Q4 		$72.9K Buy
980
+276
+39% +$21.8K 0.01% 460
2025
Q3 		$57.2K Sell
704
-580
-45% -$42K 0.01% 479
2025
Q2 		$87.8K Buy
1,284
+624
+95% +$43.3K 0.03% 323
2025
Q1 		$47.1K Sell
660
-2
-0.3% -$136 0.02% 354
2024
Q4 		$44.7K Buy
662
+83
+14% +$5.57K 0.01% 359
2024
Q3 		$38.1K Sell
579
-1,045
-64% -$62K 0.01% 397
2024
Q2 		$87K Buy
1,624
+55
+4% +$2.99K 0.02% 331
2024
Q1 		$85.2K Buy
1,569
+196
+14% +$11.2K 0.03% 302
2023
Q4 		$85.3K Buy
1,373
+845
+160% +$50.7K 0.04% 240
2023
Q3 		$30.6K Buy
+528
New +$31.7K 0.02% 346

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's XEL Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Xcel Energy (XEL) in Q2 2026, closing a stake of 698 shares — an estimated $55.8K sold.

Annis Gardner Whiting Capital Advisors first reported a position in XEL in Q3 2023 and held it in 11 quarters. The position peaked at $87.8K in Q2 2025. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Xcel Energy position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 698 Xcel Energy shares in Q2 2026, an estimated $55.8K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Xcel Energy in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's Xcel Energy position peaked at $87.8K in Q2 2025.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.