AAS
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Avantax Advisory Services’s Xcel Energy XEL Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$3.21M Buy
47,196
+5,071
+12% +$352K 0.02% 595
2025
Q1 		$2.98M Buy
42,125
+7,183
+21% +$489K 0.02% 578
2024
Q4 		$2.36M Buy
34,942
+4,264
+14% +$286K 0.01% 640
2024
Q3 		$2M Buy
30,678
+6,043
+25% +$358K 0.01% 694
2024
Q2 		$1.32M Buy
24,635
+8,581
+53% +$467K 0.01% 842
2024
Q1 		$863K Buy
16,054
+212
+1% +$12.1K 0.01% 807
2023
Q4 		$981K Buy
15,842
+2,751
+21% +$165K 0.01% 717
2023
Q3 		$749K Sell
13,091
-1,997
-13% -$120K 0.01% 787
2023
Q2 		$938K Sell
15,088
-1,105
-7% -$73.8K 0.01% 703
2023
Q1 		$1.09M Buy
16,193
+2,215
+16% +$149K 0.01% 641
2022
Q4 		$980K Buy
13,978
+1,658
+13% +$110K 0.01% 644
2022
Q3 		$788K Buy
12,320
+2,730
+28% +$199K 0.01% 630
2022
Q2 		$679K Sell
9,590
-30
-0.3% -$2.18K 0.01% 662
2022
Q1 		$695K Buy
9,620
+485
+5% +$33.3K 0.01% 664
2021
Q4 		$618K Buy
9,135
+202
+2% +$13.2K 0.01% 688
2021
Q3 		$558K Sell
8,933
-294
-3% -$19.9K 0.01% 687
2021
Q2 		$608K Buy
9,227
+447
+5% +$31.1K 0.01% 627
2021
Q1 		$583K Buy
8,780
+825
+10% +$52.1K 0.01% 580
2020
Q4 		$529K Sell
7,955
-11,205
-58% -$781K 0.01% 542
2020
Q3 		$1.32M Buy
19,160
+13,135
+218% +$896K 0.02% 450
2020
Q2 		$375K Sell
6,025
-7,579
-56% -$478K 0.01% 562
2020
Q1 		$820K Buy
13,604
+308
+2% +$20.1K 0.02% 337
2019
Q4 		$844K Buy
13,296
+2,517
+23% +$157K 0.02% 366
2019
Q3 		$700K Sell
10,779
-351
-3% -$21.9K 0.03% 266
2019
Q2 		$662K Sell
11,130
-1,827
-14% -$105K 0.03% 251
2019
Q1 		$728K Sell
12,957
-2,569
-17% -$137K 0.04% 224
2018
Q4 		$771K Buy
+15,526
New +$779K 0.13% 160

Other funds holding XEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Avantax Advisory Services's XEL Position: Q2 2025 in Review

Avantax Advisory Services increased its Xcel Energy (XEL) stake by 12% in Q2 2025, buying an estimated $352K and bringing the position to 47,196 shares worth $3.21M. The position accounts for 0.02% of the portfolio, ranked #595.

Avantax Advisory Services first reported a position in XEL in Q4 2018 and has held it in 27 quarters since. 1,132 funds tracked by Wall St. Rank hold XEL as of Q2 2025.

  • Avantax Advisory Services held 47,196 shares of Xcel Energy worth $3.21M as of Q2 2025.
  • Avantax Advisory Services bought 5,071 Xcel Energy shares in Q2 2025, an estimated $352K.
  • Xcel Energy made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #595 holding.
  • Avantax Advisory Services first reported a position in Xcel Energy in Q4 2018 and has held it in 27 quarters since.
  • 1,132 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.