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Aptus Capital Advisors’s Xcel Energy XEL Stock Holding History

Aptus 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 		$2.51M Sell
31,270
-1,467
-4% -$117K 0.02% 470
2026
Q1 		$2.6M Sell
32,737
-8,346
-20% -$655K 0.02% 431
2025
Q4 		$3.03M Buy
41,083
+636
+2% +$50.2K 0.02% 386
2025
Q3 		$3.26M Sell
40,447
-363
-0.9% -$26.3K 0.02% 371
2025
Q2 		$2.78M Buy
40,810
+611
+2% +$42.4K 0.02% 370
2025
Q1 		$2.85M Sell
40,199
-786
-2% -$53.5K 0.03% 351
2024
Q4 		$2.77M Buy
40,985
+29,336
+252% +$1.97M 0.03% 348
2024
Q3 		$761K Buy
11,649
+1,008
+9% +$59.8K 0.01% 458
2024
Q2 		$568K Buy
10,641
+500
+5% +$27.2K 0.01% 479
2024
Q1 		$545K Buy
10,141
+136
+1% +$7.77K 0.01% 494
2023
Q4 		$619K Sell
10,005
-452
-4% -$27.1K 0.02% 350
2023
Q3 		$598K Buy
10,457
+1,882
+22% +$113K 0.02% 356
2023
Q2 		$533K Buy
8,575
+551
+7% +$36.8K 0.01% 318
2023
Q1 		$545K Buy
8,024
+4,452
+125% +$300K 0.01% 315
2022
Q4 		$250K Buy
3,572
+37
+1% +$2.46K 0.01% 435
2022
Q3 		$228K Buy
+3,535
New +$257K 0.01% 421
2020
Q1 		– Sell
-37,598
Closed -$2.39M – 540
2019
Q4 		$2.39M Buy
+37,598
New +$2.35M 0.17% 131

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

Aptus Capital Advisors's XEL Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Xcel Energy (XEL) stake by 4.5% in Q2 2026, selling an estimated $117K and leaving 31,270 shares worth $2.51M. The position accounts for 0.02% of the portfolio, ranked #470.

Aptus Capital Advisors first reported a position in XEL in Q4 2019 and has held it in 17 quarters since. The position peaked at $3.26M in Q3 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Aptus Capital Advisors held 31,270 shares of Xcel Energy worth $2.51M as of Q2 2026.
  • Aptus Capital Advisors sold 1,467 Xcel Energy shares in Q2 2026, an estimated $117K.
  • Xcel Energy made up 0.02% of Aptus Capital Advisors's portfolio in Q2 2026, its #470 holding.
  • Aptus Capital Advisors first reported a position in Xcel Energy in Q4 2019 and has held it in 17 quarters since.
  • Aptus Capital Advisors's Xcel Energy position peaked at $3.26M in Q3 2025.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.