Atlanta Consulting Group Advisors’s Xcel Energy XEL Stock Holding History

Atlanta Consulting Group Advisors’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	$289K	Sell	3,571 -73	-2%	-$5.83K	0.05%	160
2026 Q1	$291K	Buy	3,644 +153	+4%	+$12K	0.06%	124
2025 Q4	$260K	Buy	3,491 +877	+34%	+$69.2K	0.06%	143
2025 Q3	$212K	Buy	+2,614	New	+$189K	0.05%	136
2025 Q2	–	Sell	-2,828	Closed	-$202K	–	134
2025 Q1	$202K	Sell	2,828 -585	-17%	-$39.8K	0.06%	120
2024 Q4	$230K	Sell	3,413 -13,795	-80%	-$925K	0.09%	114
2024 Q3	$1.12M	Buy	+17,208	New	+$1.02M	0.28%	71

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

Atlanta Consulting Group Advisors's XEL Position: Q2 2026 in Review

Atlanta Consulting Group Advisors reduced its Xcel Energy (XEL) stake by 2% in Q2 2026, selling an estimated $5.83K and leaving 3,571 shares worth $289K. The position accounts for 0.05% of the portfolio, ranked #160.

Atlanta Consulting Group Advisors first reported a position in XEL in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.12M in Q3 2024. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Atlanta Consulting Group Advisors held 3,571 shares of Xcel Energy worth $289K as of Q2 2026.
Atlanta Consulting Group Advisors sold 73 Xcel Energy shares in Q2 2026, an estimated $5.83K.
Xcel Energy made up 0.05% of Atlanta Consulting Group Advisors's portfolio in Q2 2026, its #160 holding.
Atlanta Consulting Group Advisors first reported a position in Xcel Energy in Q3 2024 and has held it in 7 quarters since.
Atlanta Consulting Group Advisors's Xcel Energy position peaked at $1.12M in Q3 2024.
1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.