Avior Wealth Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $212K | Sell |
2,642
-64
| -2% | -$5.11K | 0.01% | 743 |
|
|
2026
Q1 | $215K | Buy |
+2,706
| New | +$212K | 0.01% | 784 |
|
|
2025
Q4 | – | Sell |
-3,310
| Closed | -$267K | – | 783 |
|
|
2025
Q3 | $267K | Sell |
3,310
-145
| -4% | -$10.5K | 0.01% | 632 |
|
|
2025
Q2 | $235K | Buy |
3,455
+1
| +0% | +$69 | 0.01% | 628 |
|
|
2025
Q1 | $245K | Buy |
3,454
+42
| +1% | +$2.86K | 0.01% | 602 |
|
|
2024
Q4 | $230K | Sell |
3,412
-940
| -22% | -$63K | 0.01% | 661 |
|
|
2024
Q3 | $284K | Sell |
4,352
-634
| -13% | -$37.6K | 0.01% | 606 |
|
|
2024
Q2 | $266K | Sell |
4,986
-2,725
| -35% | -$148K | 0.01% | 596 |
|
|
2024
Q1 | $415K | Buy |
7,711
+2,902
| +60% | +$166K | 0.02% | 501 |
|
|
2023
Q4 | $298K | Sell |
4,809
-494
| -9% | -$29.6K | 0.02% | 451 |
|
|
2023
Q3 | $303K | Sell |
5,303
-705
| -12% | -$42.4K | 0.02% | 435 |
|
|
2023
Q2 | $374K | Buy |
6,008
+465
| +8% | +$31K | 0.02% | 411 |
|
|
2023
Q1 | $374K | Buy |
5,543
+126
| +2% | +$8.5K | 0.03% | 417 |
|
|
2022
Q4 | $380K | Hold |
5,417
| – | – | 0.03% | 361 |
|
|
2022
Q3 | $346K | Hold |
5,417
| – | – | 0.03% | 357 |
|
|
2022
Q2 | $383K | Sell |
5,417
-3,618
| -40% | -$263K | 0.04% | 303 |
|
|
2022
Q1 | $651K | Sell |
9,035
-1,538
| -15% | -$106K | 0.06% | 236 |
|
|
2021
Q4 | $715K | Sell |
10,573
-2,495
| -19% | -$163K | 0.06% | 254 |
|
|
2021
Q3 | $816K | Buy |
13,068
+12,662
| +3,119% | +$855K | 0.07% | 221 |
|
|
2021
Q2 | $26K | Buy |
406
+2
| +0.5% | +$139 | ﹤0.01% | 612 |
|
|
2021
Q1 | $26K | Buy |
404
+3
| +0.7% | +$190 | ﹤0.01% | 609 |
|
|
2020
Q4 | $26K | Buy |
401
+52
| +15% | +$3.62K | ﹤0.01% | 578 |
|
|
2020
Q3 | $24K | Hold |
349
| – | – | ﹤0.01% | 579 |
|
|
2020
Q2 | $21K | Buy |
+349
| New | +$22K | ﹤0.01% | 573 |
|
|
2020
Q1 | – | Sell |
-157
| Closed | -$9K | – | 909 |
|
|
2019
Q4 | $9K | Buy |
157
+128
| +441% | +$8.01K | ﹤0.01% | 617 |
|
|
2019
Q3 | $1K | Buy |
+29
| New | +$1.81K | ﹤0.01% | 762 |
|
|
2018
Q1 | – | Sell |
-5,571
| Closed | -$268K | – | 828 |
|
|
2017
Q4 | $268K | Buy |
+5,571
| New | +$276K | 0.06% | 265 |
|
|
2016
Q2 | – | Sell |
-490
| Closed | -$20K | – | 494 |
|
|
2016
Q1 | $20K | Buy |
490
+125
| +34% | +$4.87K | 0.01% | 286 |
|
|
2015
Q4 | $13K | Buy |
+365
| New | +$13K | 0.01% | 298 |
|
Other funds holding XEL
Avior Wealth Management's XEL Position: Q2 2026 in Review
Avior Wealth Management reduced its Xcel Energy (XEL) stake by 2.4% in Q2 2026, selling an estimated $5.11K and leaving 2,642 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #743.
Avior Wealth Management first reported a position in XEL in Q4 2015 and has held it in 29 quarters since. The position peaked at $816K in Q3 2021. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- Avior Wealth Management held 2,642 shares of Xcel Energy worth $212K as of Q2 2026.
- Avior Wealth Management sold 64 Xcel Energy shares in Q2 2026, an estimated $5.11K.
- Xcel Energy made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #743 holding.
- Avior Wealth Management first reported a position in Xcel Energy in Q4 2015 and has held it in 29 quarters since.
- Avior Wealth Management's Xcel Energy position peaked at $816K in Q3 2021.
- 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.