AG
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Ascent Group’s Xcel Energy XEL Stock Holding History

Ascent 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 		$2.04M Buy
25,464
+1,149
+5% +$91.7K 0.06% 263
2026
Q1 		$1.93M Buy
24,315
+54
+0.2% +$4.24K 0.07% 256
2025
Q4 		$1.79M Buy
24,261
+1,221
+5% +$96.3K 0.06% 265
2025
Q3 		$1.86M Buy
23,040
+287
+1% +$20.8K 0.07% 252
2025
Q2 		$1.55M Buy
22,753
+3,427
+18% +$238K 0.06% 263
2025
Q1 		$1.37M Buy
19,326
+6,455
+50% +$439K 0.06% 285
2024
Q4 		$869K Buy
12,871
+7,925
+160% +$532K 0.07% 298
2024
Q3 		$323K Buy
+4,946
New +$293K 0.02% 432
2023
Q1 		– Sell
-8,044
Closed -$564K – 506
2022
Q4 		$564K Buy
8,044
+638
+9% +$42.4K 0.07% 288
2022
Q3 		$482K Buy
7,406
+3,943
+114% +$287K 0.06% 297
2022
Q2 		$253K Buy
+3,463
New +$252K 0.03% 421

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

Ascent Group's XEL Position: Q2 2026 in Review

Ascent Group increased its Xcel Energy (XEL) stake by 4.7% in Q2 2026, buying an estimated $91.7K and bringing the position to 25,464 shares worth $2.04M. The position accounts for 0.06% of the portfolio, ranked #263.

Ascent Group first reported a position in XEL in Q2 2022 and has held it in 11 quarters since. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Ascent Group held 25,464 shares of Xcel Energy worth $2.04M as of Q2 2026.
  • Ascent Group bought 1,149 Xcel Energy shares in Q2 2026, an estimated $91.7K.
  • Xcel Energy made up 0.06% of Ascent Group's portfolio in Q2 2026, its #263 holding.
  • Ascent Group first reported a position in Xcel Energy in Q2 2022 and has held it in 11 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.