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Ashton Thomas Private Wealth’s Xcel Energy XEL Stock Holding History

Ashton Thomas Private Wealth’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 		$1.54M Buy
19,237
+274
+1% +$21.9K 0.03% 445
2026
Q1 		$1.51M Sell
18,963
-6,556
-26% -$514K 0.04% 430
2025
Q4 		$1.9M Buy
25,519
+2,872
+13% +$227K 0.05% 334
2025
Q3 		$1.84M Buy
22,647
+2,872
+15% +$208K 0.05% 340
2025
Q2 		$1.36M Buy
19,775
+1,008
+5% +$69.9K 0.05% 345
2025
Q1 		$1.34M Buy
18,767
+4,383
+30% +$298K 0.05% 322
2024
Q4 		$971K Buy
14,384
+1,356
+10% +$91K 0.04% 384
2024
Q3 		$851K Buy
13,028
+9,782
+301% +$580K 0.04% 343
2024
Q2 		$173K Sell
3,246
-1,258
-28% -$68.4K 0.01% 598
2024
Q1 		$242K Sell
4,504
-433
-9% -$24.7K 0.01% 534
2023
Q4 		$306K Sell
4,937
-1,248
-20% -$74.9K 0.02% 495
2023
Q3 		$354K Buy
+6,185
New +$372K 0.03% 454
2021
Q3 		– Sell
-9,786
Closed -$645K – 386
2021
Q2 		$645K Buy
9,786
+999
+11% +$69.5K 0.1% 224
2021
Q1 		$584K Buy
+8,787
New +$555K 0.1% 214

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

Ashton Thomas Private Wealth's XEL Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its Xcel Energy (XEL) stake by 1.4% in Q2 2026, buying an estimated $21.9K and bringing the position to 19,237 shares worth $1.54M. The position accounts for 0.03% of the portfolio, ranked #445.

Ashton Thomas Private Wealth first reported a position in XEL in Q1 2021 and has held it in 14 quarters since. The position peaked at $1.9M in Q4 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Ashton Thomas Private Wealth held 19,237 shares of Xcel Energy worth $1.54M as of Q2 2026.
  • Ashton Thomas Private Wealth bought 274 Xcel Energy shares in Q2 2026, an estimated $21.9K.
  • Xcel Energy made up 0.03% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #445 holding.
  • Ashton Thomas Private Wealth first reported a position in Xcel Energy in Q1 2021 and has held it in 14 quarters since.
  • Ashton Thomas Private Wealth's Xcel Energy position peaked at $1.9M in Q4 2025.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.