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Cassaday & Co Wealth Management’s Xcel Energy XEL Stock Holding History

Cassaday & Co Wealth Management’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 		$194K Hold
2,422
– – ﹤0.01% 359
2026
Q1 		$192K Buy
+2,422
New +$190K ﹤0.01% 349

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

Cassaday & Co Wealth Management's XEL Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Xcel Energy (XEL) position steady in Q2 2026 at 2,422 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Cassaday & Co Wealth Management first reported a position in XEL in Q1 2026 and has held it in 2 quarters since. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Cassaday & Co Wealth Management held 2,422 shares of Xcel Energy worth $194K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #359 holding.
  • Cassaday & Co Wealth Management first reported a position in Xcel Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.