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Aventura Private Wealth’s Xcel Energy XEL Stock Holding History

Aventura Private 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 		$375K Buy
4,673
+356
+8% +$28.4K 0.12% 116
2026
Q1 		$343K Hold
4,317
– – 0.13% 121
2025
Q4 		$319K Sell
4,317
-46
-1% -$3.63K 0.11% 123
2025
Q3 		$352K Sell
4,363
-515
-11% -$37.3K 0.13% 115
2025
Q2 		$332K Hold
4,878
– – 0.14% 113
2025
Q1 		$345K Hold
4,878
– – 0.18% 105
2024
Q4 		$329K Buy
+4,878
New +$327K 0.18% 100

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 $3.38T AUM 44.17% 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

Aventura Private Wealth's XEL Position: Q2 2026 in Review

Aventura Private Wealth increased its Xcel Energy (XEL) stake by 8.2% in Q2 2026, buying an estimated $28.4K and bringing the position to 4,673 shares worth $375K. The position accounts for 0.12% of the portfolio, ranked #116.

Aventura Private Wealth first reported a position in XEL in Q4 2024 and has held it in 7 quarters since. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Aventura Private Wealth held 4,673 shares of Xcel Energy worth $375K as of Q2 2026.
  • Aventura Private Wealth bought 356 Xcel Energy shares in Q2 2026, an estimated $28.4K.
  • Xcel Energy made up 0.12% of Aventura Private Wealth's portfolio in Q2 2026, its #116 holding.
  • Aventura Private Wealth first reported a position in Xcel Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.