BIA
XEL icon

Bell Investment Advisors’s Xcel Energy XEL Stock Holding History

Bell Investment Advisors’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 		$60.4K Buy
752
+6
+0.8% +$479 0.01% 248
2026
Q1 		$59.3K Sell
746
-160
-18% -$12.6K 0.01% 228
2025
Q4 		$66.9K Buy
906
+69
+8% +$5.44K 0.01% 212
2025
Q3 		$67.5K Sell
837
-16
-2% -$1.16K 0.01% 203
2025
Q2 		$58.1K Buy
853
+21
+3% +$1.46K 0.01% 225
2025
Q1 		$58.9K Buy
832
+211
+34% +$14.4K 0.01% 202
2024
Q4 		$41.9K Sell
621
-2
-0.3% -$134 0.01% 243
2024
Q3 		$40.7K Sell
623
-1
-0.2% -$59 0.01% 254
2024
Q2 		$33.3K Sell
624
-103
-14% -$5.6K 0.01% 280
2024
Q1 		$39.1K Hold
727
– – 0.01% 247
2023
Q4 		$45K Buy
727
+81
+13% +$4.86K 0.01% 209
2023
Q3 		$37K Buy
646
+455
+238% +$27.3K 0.01% 210
2023
Q2 		$11.9K Buy
191
+89
+87% +$5.94K ﹤0.01% 453
2023
Q1 		$6.88K Buy
102
+49
+92% +$3.31K ﹤0.01% 631
2022
Q4 		$3.72K Sell
53
-8
-13% -$532 ﹤0.01% 962
2022
Q3 		$4K Buy
61
+20
+49% +$1.46K ﹤0.01% 850
2022
Q2 		$3K Buy
+41
New +$2.98K ﹤0.01% 1044
2021
Q4 		$4K Buy
62
+27
+77% +$1.76K ﹤0.01% 916
2021
Q3 		$2K Buy
+35
New +$2.37K ﹤0.01% 1189

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

Bell Investment Advisors's XEL Position: Q2 2026 in Review

Bell Investment Advisors increased its Xcel Energy (XEL) stake by 0.8% in Q2 2026, buying an estimated $479 and bringing the position to 752 shares worth $60.4K. The position accounts for 0.01% of the portfolio, ranked #248.

Bell Investment Advisors first reported a position in XEL in Q3 2021 and has held it in 19 quarters since. The position peaked at $67.5K in Q3 2025. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Bell Investment Advisors held 752 shares of Xcel Energy worth $60.4K as of Q2 2026.
  • Bell Investment Advisors bought 6 Xcel Energy shares in Q2 2026, an estimated $479.
  • Xcel Energy made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #248 holding.
  • Bell Investment Advisors first reported a position in Xcel Energy in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Xcel Energy position peaked at $67.5K in Q3 2025.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.