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Asset Planning Inc’s Xcel Energy XEL Stock Holding History

Asset Planning Inc’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 		$24.1K Buy
+300
New +$23.9K 0.02% 201

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

Asset Planning Inc's XEL Position: Q2 2026 in Review

Asset Planning Inc opened a new position in Xcel Energy (XEL) in Q2 2026: 300 shares worth $24.1K. The stake represents 0.02% of the portfolio and ranks #201 among its holdings.

1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Asset Planning Inc held 300 shares of Xcel Energy worth $24.1K as of Q2 2026.
  • Xcel Energy was a new Asset Planning Inc position in Q2 2026.
  • Xcel Energy made up 0.02% of Asset Planning Inc's portfolio in Q2 2026, its #201 holding.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.