Atlantic Family Wealth’s Xcel Energy XEL Stock Holding History

Atlantic Family 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	–	Sell	-3,106	Closed	-$247K	–	66
2026 Q1	$247K	Sell	3,106 -1,141	-27%	-$89.5K	0.18%	53
2025 Q4	$314K	Sell	4,247 -10	-0.2%	-$789	0.24%	35
2025 Q3	$343K	Hold	4,257	–	–	0.27%	32
2025 Q2	$290K	Sell	4,257 -14	-0.3%	-$971	0.25%	31
2025 Q1	$302K	Buy	4,271 +213	+5%	+$14.5K	0.28%	31
2024 Q4	$274K	Buy	+4,058	New	+$272K	0.32%	31

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

Atlantic Family Wealth's XEL Position: Q2 2026 in Review

Atlantic Family Wealth sold out of Xcel Energy (XEL) in Q2 2026, closing a stake of 3,106 shares — an estimated $247K sold.

Atlantic Family Wealth first reported a position in XEL in Q4 2024 and held it in 6 quarters. The position peaked at $343K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Atlantic Family Wealth reported no remaining Xcel Energy position as of Q2 2026 after selling out during the quarter.
Atlantic Family Wealth sold 3,106 Xcel Energy shares in Q2 2026, an estimated $247K.
Atlantic Family Wealth first reported a position in Xcel Energy in Q4 2024 and held it in 6 quarters.
Atlantic Family Wealth's Xcel Energy position peaked at $343K in Q3 2025.
1,282 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Atlantic Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.