Ascent Advisors’s Xcel Energy XEL Stock Holding History

Ascent 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	$223K	Hold	2,795	–	–	0.26%	52
2026 Q1	$222K	Buy	+2,795	New	+$219K	0.41%	39

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

Ascent Advisors's XEL Position: Q2 2026 in Review

Ascent Advisors held its Xcel Energy (XEL) position steady in Q2 2026 at 2,795 shares worth $223K. The position accounts for 0.26% of the portfolio, ranked #52.

Ascent Advisors first reported a position in XEL in Q1 2026 and has held it in 2 quarters since. 1,281 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Ascent Advisors held 2,795 shares of Xcel Energy worth $223K as of Q2 2026.
Ascent Advisors left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up 0.26% of Ascent Advisors's portfolio in Q2 2026, its #52 holding.
Ascent Advisors first reported a position in Xcel Energy in Q1 2026 and has held it in 2 quarters since.
1,281 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Ascent Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.