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Ariadne Wealth Management’s Xcel Energy XEL Stock Holding History

Ariadne Wealth 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 		$219K Buy
+2,732
New +$218K 0.1% 224
2025
Q3 		– Sell
-2,914
Closed -$212K – 260
2025
Q2 		$212K Sell
2,914
-577
-17% -$40K 0.1% 193
2025
Q1 		$247K Buy
3,491
+66
+2% +$4.49K 0.13% 173
2024
Q4 		$229K Sell
3,425
-1,683
-33% -$113K 0.1% 193
2024
Q3 		$338K Buy
+5,108
New +$303K 0.18% 113

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

Ariadne Wealth Management's XEL Position: Q2 2026 in Review

Ariadne Wealth Management opened a new position in Xcel Energy (XEL) in Q2 2026: 2,732 shares worth $219K. The stake represents 0.1% of the portfolio and ranks #224 among its holdings. This is a return to the name: Ariadne Wealth Management previously reported a position in XEL as recently as Q2 2025.

Ariadne Wealth Management first reported a position in XEL in Q3 2024 and has held it in 5 quarters since. The position peaked at $338K in Q3 2024. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Ariadne Wealth Management held 2,732 shares of Xcel Energy worth $219K as of Q2 2026.
  • Xcel Energy was a new Ariadne Wealth Management position in Q2 2026.
  • Xcel Energy made up 0.1% of Ariadne Wealth Management's portfolio in Q2 2026, its #224 holding.
  • Ariadne Wealth Management first reported a position in Xcel Energy in Q3 2024 and has held it in 5 quarters since.
  • Ariadne Wealth Management's Xcel Energy position peaked at $338K in Q3 2024.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.