AWE
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Avidian Wealth Enterprises’s Xcel Energy XEL Stock Holding History

Avidian Wealth Enterprises’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 		$290K Buy
3,612
+241
+7% +$19.2K 0.01% 606
2026
Q1 		$268K Buy
3,371
+172
+5% +$13.5K 0.01% 565
2025
Q4 		$236K Buy
3,199
+72
+2% +$5.68K 0.01% 526
2025
Q3 		$252K Buy
3,127
+87
+3% +$6.29K 0.01% 502
2025
Q2 		$207K Sell
3,040
-253
-8% -$17.5K 0.01% 527
2025
Q1 		$233K Sell
3,293
-203
-6% -$13.8K 0.01% 474
2024
Q4 		$236K Buy
3,496
+402
+13% +$27K 0.01% 450
2024
Q3 		$202K Buy
+3,094
New +$184K 0.01% 480
2023
Q1 		– Sell
-2,991
Closed -$210K – 510
2022
Q4 		$210K Buy
+2,991
New +$199K 0.01% 425
2022
Q3 		– Sell
-3,012
Closed -$213K – 471
2022
Q2 		$213K Sell
3,012
-54
-2% -$3.93K 0.02% 410
2022
Q1 		$221K Buy
3,066
+61
+2% +$4.19K 0.01% 440
2021
Q4 		$203K Buy
+3,005
New +$196K 0.01% 493
2020
Q4 		– Sell
-3,593
Closed -$248K – 347
2020
Q3 		$248K Sell
3,593
-36
-1% -$2.46K 0.03% 241
2020
Q2 		$227K Buy
3,629
+3
+0.1% +$189 0.03% 231
2020
Q1 		$219K Sell
3,626
-108
-3% -$7.04K 0.04% 184
2019
Q4 		$237K Buy
+3,734
New +$234K 0.03% 203

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

Avidian Wealth Enterprises's XEL Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Xcel Energy (XEL) stake by 7.1% in Q2 2026, buying an estimated $19.2K and bringing the position to 3,612 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #606.

Avidian Wealth Enterprises first reported a position in XEL in Q4 2019 and has held it in 16 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Avidian Wealth Enterprises held 3,612 shares of Xcel Energy worth $290K as of Q2 2026.
  • Avidian Wealth Enterprises bought 241 Xcel Energy shares in Q2 2026, an estimated $19.2K.
  • Xcel Energy made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #606 holding.
  • Avidian Wealth Enterprises first reported a position in Xcel Energy in Q4 2019 and has held it in 16 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.