Arkadios Wealth Advisors’s Xcel Energy XEL Stock Holding History

Arkadios Wealth 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	$1.43M	Sell	17,798 -419	-2%	-$33.4K	0.02%	662
2026 Q1	$1.45M	Sell	18,217 -171	-0.9%	-$13.4K	0.02%	641
2025 Q4	$1.36M	Buy	18,388 +2,273	+14%	+$179K	0.03%	580
2025 Q3	$1.3M	Buy	16,115 +7,409	+85%	+$536K	0.03%	537
2025 Q2	$593K	Buy	8,706 +368	+4%	+$25.5K	0.02%	780
2025 Q1	$590K	Buy	8,338 +235	+3%	+$16K	0.02%	647
2024 Q4	$547K	Sell	8,103 -1,398	-15%	-$93.8K	0.03%	512
2024 Q3	$620K	Buy	9,501 +2,394	+34%	+$142K	0.04%	467
2024 Q2	$380K	Buy	+7,107	New	+$387K	0.03%	557
2021 Q4	–	Sell	-275	Closed	-$17K	–	1799
2021 Q3	$17K	Sell	275 -25	-8%	-$1.69K	﹤0.01%	1282
2021 Q2	$19K	Buy	300 +239	+392%	+$16.6K	﹤0.01%	1317
2021 Q1	$4K	Buy	61 +28	+85%	+$1.77K	﹤0.01%	1439
2020 Q4	$2K	Buy	+33	New	+$2.3K	﹤0.01%	1286
2020 Q2	–	Sell	-18	Closed	-$1.08K	–	1163
2020 Q1	$1.08K	Sell	18 -18	-50%	-$1.17K	﹤0.01%	963
2019 Q4	$2.51K	Buy	+36	New	+$2.25K	﹤0.01%	796

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

Arkadios Wealth Advisors's XEL Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Xcel Energy (XEL) stake by 2.3% in Q2 2026, selling an estimated $33.4K and leaving 17,798 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #662.

Arkadios Wealth Advisors first reported a position in XEL in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.45M in Q1 2026. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Arkadios Wealth Advisors held 17,798 shares of Xcel Energy worth $1.43M as of Q2 2026.
Arkadios Wealth Advisors sold 419 Xcel Energy shares in Q2 2026, an estimated $33.4K.
Xcel Energy made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #662 holding.
Arkadios Wealth Advisors first reported a position in Xcel Energy in Q4 2019 and has held it in 15 quarters since.
Arkadios Wealth Advisors's Xcel Energy position peaked at $1.45M in Q1 2026.
1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.