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BIP Wealth’s Xcel Energy XEL Stock Holding History

BIP 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 		$348K Buy
+4,331
New +$346K 0.01% 430

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

BIP Wealth's XEL Position: Q2 2026 in Review

BIP Wealth opened a new position in Xcel Energy (XEL) in Q2 2026: 4,331 shares worth $348K. The stake represents 0.01% of the portfolio and ranks #430 among its holdings.

1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • BIP Wealth held 4,331 shares of Xcel Energy worth $348K as of Q2 2026.
  • Xcel Energy was a new BIP Wealth position in Q2 2026.
  • Xcel Energy made up 0.01% of BIP Wealth's portfolio in Q2 2026, its #430 holding.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.