Aspen Wealth Strategies’s Xcel Energy XEL Stock Holding History

Aspen Wealth Strategies’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	$1.12M	Buy	13,955 +18	+0.1%	+$1.44K	0.54%	31
2026 Q1	$1.11M	Buy	13,937 +124	+0.9%	+$9.73K	0.59%	31
2025 Q4	$1.02M	Buy	13,813 +8	+0.1%	+$631	0.56%	30
2025 Q3	$1.11M	Buy	13,805 +306	+2%	+$22.1K	0.62%	26
2025 Q2	$919K	Buy	13,499 +280	+2%	+$19.4K	0.55%	28
2025 Q1	$936K	Buy	13,219 +33	+0.3%	+$2.25K	0.61%	25
2024 Q4	$890K	Sell	13,186 -142	-1%	-$9.53K	0.57%	28
2024 Q3	$870K	Sell	13,328 -275	-2%	-$16.3K	0.56%	26
2024 Q2	$752K	Sell	13,603 -199	-1%	-$10.8K	0.52%	28
2024 Q1	$742K	Buy	13,802 +6,497	+89%	+$371K	0.51%	30
2023 Q4	$452K	Hold	7,305	–	–	0.33%	48
2023 Q3	$418K	Hold	7,305	–	–	0.33%	39
2023 Q2	$454K	Hold	7,305	–	–	0.34%	41
2023 Q1	$493K	Sell	7,305 -222	-3%	-$15K	0.38%	38
2022 Q4	$528K	Buy	+7,527	New	+$501K	0.42%	35

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

Aspen Wealth Strategies's XEL Position: Q2 2026 in Review

Aspen Wealth Strategies increased its Xcel Energy (XEL) stake by 0.13% in Q2 2026, buying an estimated $1.44K and bringing the position to 13,955 shares worth $1.12M. The position accounts for 0.54% of the portfolio, ranked #31.

Aspen Wealth Strategies first reported a position in XEL in Q4 2022 and has held it in 15 quarters since. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Aspen Wealth Strategies held 13,955 shares of Xcel Energy worth $1.12M as of Q2 2026.
Aspen Wealth Strategies bought 18 Xcel Energy shares in Q2 2026, an estimated $1.44K.
Xcel Energy made up 0.54% of Aspen Wealth Strategies's portfolio in Q2 2026, its #31 holding.
Aspen Wealth Strategies first reported a position in Xcel Energy in Q4 2022 and has held it in 15 quarters since.
1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.