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Ashton Thomas Securities’s Xcel Energy XEL Stock Holding History

Ashton Thomas Securities’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 		$590K Buy
7,343
+1,298
+21% +$104K 0.09% 198
2026
Q1 		$480K Sell
6,045
-450
-7% -$35.3K 0.06% 247
2025
Q4 		$480K Buy
6,495
+91
+1% +$7.18K 0.09% 182
2025
Q3 		$516K Sell
6,404
-302
-5% -$21.8K 0.07% 220
2025
Q2 		$457K Buy
+6,706
New +$465K 0.11% 177
2024
Q4 		– Sell
-382
Closed -$24.9K – 1212
2024
Q3 		$24.9K Buy
+382
New +$22.7K ﹤0.01% 582

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 Securities's XEL Position: Q2 2026 in Review

Ashton Thomas Securities increased its Xcel Energy (XEL) stake by 21% in Q2 2026, buying an estimated $104K and bringing the position to 7,343 shares worth $590K. The position accounts for 0.09% of the portfolio, ranked #198.

Ashton Thomas Securities first reported a position in XEL in Q3 2024 and has held it in 6 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Ashton Thomas Securities held 7,343 shares of Xcel Energy worth $590K as of Q2 2026.
  • Ashton Thomas Securities bought 1,298 Xcel Energy shares in Q2 2026, an estimated $104K.
  • Xcel Energy made up 0.09% of Ashton Thomas Securities's portfolio in Q2 2026, its #198 holding.
  • Ashton Thomas Securities first reported a position in Xcel Energy in Q3 2024 and has held it in 6 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Ashton Thomas Securities's 13F filing for Q2 2026, filed 27 Jul 2026.