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Avantax Planning Partners’s Xcel Energy XEL Stock Holding History

Avantax Planning Partners’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 		$263K Buy
3,276
+597
+22% +$47.7K 0.01% 385
2026
Q1 		$213K Sell
2,679
-140
-5% -$11K 0.01% 406
2025
Q4 		$208K Sell
2,819
-192
-6% -$15.1K 0.01% 418
2025
Q3 		$243K Hold
3,011
– – 0.01% 388
2025
Q2 		$205K Hold
3,011
– – 0.01% 426
2025
Q1 		$213K Hold
3,011
– – 0.01% 402
2024
Q4 		$203K Buy
+3,011
New +$202K 0.01% 414
2023
Q2 		– Sell
-3,300
Closed -$223K – 391
2023
Q1 		$223K Sell
3,300
-33
-1% -$2.23K 0.01% 340
2022
Q4 		$234K Buy
+3,333
New +$222K 0.01% 327
2021
Q4 		– Sell
-4,526
Closed -$283K – 366
2021
Q3 		$283K Buy
+4,526
New +$306K 0.01% 264
2021
Q2 		– Sell
-3,375
Closed -$224K – 350
2021
Q1 		$224K Sell
3,375
-1,172
-26% -$74.1K 0.01% 280
2020
Q4 		$303K Buy
4,547
+350
+8% +$24.4K 0.02% 219
2020
Q3 		$290K Buy
4,197
+150
+4% +$10.2K 0.02% 232
2020
Q2 		$253K Hold
4,047
– – 0.01% 235
2020
Q1 		$244K Sell
4,047
-6
-0.1% -$391 0.02% 229
2019
Q4 		$257K Buy
4,053
+6
+0.1% +$375 0.02% 254
2019
Q3 		$263K Buy
4,047
+69
+2% +$4.3K 0.02% 254
2019
Q2 		$242K Hold
3,978
– – 0.02% 262
2019
Q1 		$224K Sell
3,978
-257
-6% -$13.7K 0.02% 266
2018
Q4 		$209K Sell
4,235
-232
-5% -$11.6K 0.02% 252
2018
Q3 		$211K Buy
+4,467
New +$211K 0.02% 232
2018
Q2 		– Sell
-4,697
Closed -$214K – 1507
2018
Q1 		$214K Sell
4,697
-150
-3% -$6.68K 0.02% 283
2017
Q4 		$233K Sell
4,847
-600
-11% -$29.8K 0.02% 274
2017
Q3 		$258K Sell
5,447
-964
-15% -$46.3K 0.02% 310
2017
Q2 		$294K Buy
+6,411
New +$295K 0.02% 260

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

Avantax Planning Partners's XEL Position: Q2 2026 in Review

Avantax Planning Partners increased its Xcel Energy (XEL) stake by 22% in Q2 2026, buying an estimated $47.7K and bringing the position to 3,276 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #385.

Avantax Planning Partners first reported a position in XEL in Q2 2017 and has held it in 25 quarters since. The position peaked at $303K in Q4 2020. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Avantax Planning Partners held 3,276 shares of Xcel Energy worth $263K as of Q2 2026.
  • Avantax Planning Partners bought 597 Xcel Energy shares in Q2 2026, an estimated $47.7K.
  • Xcel Energy made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #385 holding.
  • Avantax Planning Partners first reported a position in Xcel Energy in Q2 2017 and has held it in 25 quarters since.
  • Avantax Planning Partners's Xcel Energy position peaked at $303K in Q4 2020.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.