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Atlas Capital Advisors’s Xcel Energy XEL Stock Holding History

Atlas Capital 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 		$642 Hold
8
– – ﹤0.01% 1010
2026
Q1 		$635 Hold
8
– – ﹤0.01% 949
2025
Q4 		$590 Buy
+8
New +$631 ﹤0.01% 924
2025
Q2 		$544 Hold
8
– – ﹤0.01% 898
2025
Q1 		$566 Sell
8
-100
-93% -$6.81K ﹤0.01% 941
2024
Q4 		$7.29K Buy
108
+100
+1,250% +$6.71K ﹤0.01% 799
2024
Q3 		$522 Sell
8
-100
-93% -$5.93K ﹤0.01% 874
2024
Q2 		$5.77K Buy
108
+100
+1,250% +$5.44K ﹤0.01% 774
2024
Q1 		$430 Sell
8
-100
-93% -$5.71K ﹤0.01% 859
2023
Q4 		$6.69K Hold
108
– – ﹤0.01% 777
2023
Q3 		$6.18K Hold
108
– – ﹤0.01% 749
2023
Q2 		$6.71K Hold
108
– – ﹤0.01% 768
2023
Q1 		$7.28K Hold
108
– – ﹤0.01% 762
2022
Q4 		$7.57K Hold
108
– – ﹤0.01% 757
2022
Q3 		$6.91K Hold
108
– – ﹤0.01% 745
2022
Q2 		$7.64K Buy
108
+100
+1,250% +$7.28K ﹤0.01% 783
2022
Q1 		$577 Hold
8
– – ﹤0.01% 883
2021
Q4 		$541 Hold
8
– – ﹤0.01% 901
2021
Q3 		$500 Hold
8
– – ﹤0.01% 917
2021
Q2 		$527 Buy
+8
New +$557 ﹤0.01% 923
2018
Q4 		– Sell
-115
Closed -$5.42K – 603
2018
Q3 		$5.42K Hold
115
– – ﹤0.01% 525
2018
Q2 		$5.27K Hold
115
– – ﹤0.01% 491
2018
Q1 		$5.23K Buy
+115
New +$5.13K ﹤0.01% 502

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

Atlas Capital Advisors's XEL Position: Q2 2026 in Review

Atlas Capital Advisors held its Xcel Energy (XEL) position steady in Q2 2026 at 8 shares worth $642. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

Atlas Capital Advisors first reported a position in XEL in Q1 2018 and has held it in 23 quarters since. The position peaked at $7.64K in Q2 2022. 1,293 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Atlas Capital Advisors held 8 shares of Xcel Energy worth $642 as of Q2 2026.
  • Atlas Capital Advisors left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #1010 holding.
  • Atlas Capital Advisors first reported a position in Xcel Energy in Q1 2018 and has held it in 23 quarters since.
  • Atlas Capital Advisors's Xcel Energy position peaked at $7.64K in Q2 2022.
  • 1,293 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.