ARS Wealth Advisors Group’s Xcel Energy XEL Stock Holding History

ARS Wealth Advisors Group’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	$263K	Buy	3,278 +4	+0.1%	+$319	0.02%	196
2026 Q1	$260K	Buy	3,274 +5	+0.2%	+$392	0.02%	180
2025 Q4	$241K	Buy	3,269 +3	+0.1%	+$237	0.02%	169
2025 Q3	$263K	Buy	3,266 +5	+0.2%	+$362	0.03%	159
2025 Q2	$222K	Buy	+3,261	New	+$226K	0.03%	172

Other funds holding XEL

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ARS Wealth Advisors Group's XEL Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its Xcel Energy (XEL) stake by 0.12% in Q2 2026, buying an estimated $319 and bringing the position to 3,278 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #196.

ARS Wealth Advisors Group first reported a position in XEL in Q2 2025 and has held it in 5 quarters since. The position peaked at $263K in Q3 2025. 468 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

ARS Wealth Advisors Group held 3,278 shares of Xcel Energy worth $263K as of Q2 2026.
ARS Wealth Advisors Group bought 4 Xcel Energy shares in Q2 2026, an estimated $319.
Xcel Energy made up 0.02% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #196 holding.
ARS Wealth Advisors Group first reported a position in Xcel Energy in Q2 2025 and has held it in 5 quarters since.
ARS Wealth Advisors Group's Xcel Energy position peaked at $263K in Q3 2025.
468 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.