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Beacon Investment Advisory Services’s Xcel Energy XEL Stock Holding History

Beacon Investment Advisory Services’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 		$139K Sell
1,736
-164
-9% -$13.1K 0.01% 290
2026
Q1 		$151K Buy
+1,900
New +$149K 0.01% 280
2019
Q1 		– Sell
-5,351
Closed -$264K – 258
2018
Q4 		$264K Buy
+5,351
New +$268K 0.03% 220

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

Beacon Investment Advisory Services's XEL Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Xcel Energy (XEL) stake by 8.6% in Q2 2026, selling an estimated $13.1K and leaving 1,736 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #290.

Beacon Investment Advisory Services first reported a position in XEL in Q4 2018 and has held it in 3 quarters since. The position peaked at $264K in Q4 2018. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Beacon Investment Advisory Services held 1,736 shares of Xcel Energy worth $139K as of Q2 2026.
  • Beacon Investment Advisory Services sold 164 Xcel Energy shares in Q2 2026, an estimated $13.1K.
  • Xcel Energy made up 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #290 holding.
  • Beacon Investment Advisory Services first reported a position in Xcel Energy in Q4 2018 and has held it in 3 quarters since.
  • Beacon Investment Advisory Services's Xcel Energy position peaked at $264K in Q4 2018.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.