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Avion Wealth’s Xcel Energy XEL Stock Holding History

Avion 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 		$11K Buy
145
+1
+0.7% +$80 ﹤0.01% 592
2026
Q1 		$11K Buy
144
+24
+20% +$1.88K ﹤0.01% 482
2025
Q4 		$8K Sell
120
-13
-10% -$1.02K ﹤0.01% 564
2025
Q3 		$10K Sell
133
-16
-11% -$1.16K ﹤0.01% 490
2025
Q2 		$10K Buy
149
+39
+35% +$2.71K ﹤0.01% 485
2025
Q1 		$7K Hold
110
– – ﹤0.01% 481
2024
Q4 		$7K Buy
110
+12
+12% +$805 ﹤0.01% 480
2024
Q3 		$6K Buy
98
+71
+263% +$4.21K ﹤0.01% 504
2024
Q2 		$1K Hold
27
– – ﹤0.01% 846
2024
Q1 		$2K Sell
27
-24
-47% -$1.37K ﹤0.01% 806
2023
Q4 		$3K Buy
51
+16
+46% +$960 ﹤0.01% 518
2023
Q3 		$1K Buy
35
+19
+119% +$1.14K ﹤0.01% 758
2023
Q2 		$0 Buy
16
+1
+7% +$67 ﹤0.01% 1068
2023
Q1 		$1K Buy
+15
New +$1.01K ﹤0.01% 500

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

Avion Wealth's XEL Position: Q2 2026 in Review

Avion Wealth increased its Xcel Energy (XEL) stake by 0.69% in Q2 2026, buying an estimated $80 and bringing the position to 145 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Avion Wealth first reported a position in XEL in Q1 2023 and has held it in 14 quarters since. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Avion Wealth held 145 shares of Xcel Energy worth $11K as of Q2 2026.
  • Avion Wealth bought 1 Xcel Energy share in Q2 2026, an estimated $80.
  • Xcel Energy made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #592 holding.
  • Avion Wealth first reported a position in Xcel Energy in Q1 2023 and has held it in 14 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.