Cetera Investment Advisers
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Cetera Investment Advisers’s Xcel Energy XEL Stock Holding History

Cetera Investment Advisers’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 		$6.29K Hold
3,400
– – ﹤0.01% 4911
2026
Q1 		$9.69K Hold
3,400
– – ﹤0.01% 4697
2025
Q4 		$12.5K Buy
+3,400
New +$268K ﹤0.01% 4606

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

Cetera Investment Advisers's XEL Position: Q2 2026 in Review

Cetera Investment Advisers increased its Xcel Energy (XEL) stake by 4% in Q2 2026, buying an estimated $655K and bringing the position to 215,973 shares worth $17.3M. The position accounts for 0.02% of the portfolio, ranked #840.

Cetera Investment Advisers first reported a position in XEL in Q2 2018 and has held it in 33 quarters since. 1,291 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Cetera Investment Advisers held 215,973 shares of Xcel Energy worth $17.3M as of Q2 2026.
  • Cetera Investment Advisers bought 8,207 Xcel Energy shares in Q2 2026, an estimated $655K.
  • Xcel Energy made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #840 holding.
  • Cetera Investment Advisers first reported a position in Xcel Energy in Q2 2018 and has held it in 33 quarters since.
  • 1,291 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.