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Claro Advisors’s Xcel Energy XEL Stock Holding History

Claro 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 		$368K Sell
4,581
-13
-0.3% -$1.04K 0.04% 344
2026
Q1 		$365K Buy
4,594
+63
+1% +$4.94K 0.04% 317
2025
Q4 		$335K Hold
4,531
– – 0.05% 310
2025
Q3 		$365K Buy
4,531
+1
+0% +$72 0.05% 279
2025
Q2 		$309K Sell
4,530
-788
-15% -$54.6K 0.05% 287
2025
Q1 		$376K Buy
5,318
+95
+2% +$6.47K 0.05% 333
2024
Q4 		$353K Sell
5,223
-28,141
-84% -$1.89M 0.05% 317
2024
Q3 		$2.18M Buy
33,364
+6,263
+23% +$371K 0.28% 68
2024
Q2 		$1.45M Buy
27,101
+163
+0.6% +$8.87K 0.23% 90
2024
Q1 		$1.45M Sell
26,938
-1,737
-6% -$99.2K 0.25% 84
2023
Q4 		$1.78M Buy
28,675
+108
+0.4% +$6.48K 0.38% 48
2023
Q3 		$1.63M Buy
28,567
+768
+3% +$46.2K 0.41% 51
2023
Q2 		$1.73M Sell
27,799
-1,907
-6% -$127K 0.43% 45
2023
Q1 		$2M Sell
29,706
-315
-1% -$21.3K 0.59% 36
2022
Q4 		$2.1M Buy
+30,021
New +$2M 0.69% 32
2020
Q1 		– Sell
-4,565
Closed -$290K – 192
2019
Q4 		$290K Hold
4,565
– – 0.22% 121
2019
Q3 		$296K Buy
4,565
+50
+1% +$3.12K 0.26% 121
2019
Q2 		$269K Sell
4,515
-467
-9% -$26.8K 0.25% 123
2019
Q1 		$280K Buy
4,982
+4,924
+8,490% +$262K 0.28% 115
2018
Q4 		$3K Buy
+58
New +$2.91K ﹤0.01% 876

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

Claro Advisors's XEL Position: Q2 2026 in Review

Claro Advisors reduced its Xcel Energy (XEL) stake by 0.28% in Q2 2026, selling an estimated $1.04K and leaving 4,581 shares worth $368K. The position accounts for 0.04% of the portfolio, ranked #344.

Claro Advisors first reported a position in XEL in Q4 2018 and has held it in 20 quarters since. The position peaked at $2.18M in Q3 2024. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Claro Advisors held 4,581 shares of Xcel Energy worth $368K as of Q2 2026.
  • Claro Advisors sold 13 Xcel Energy shares in Q2 2026, an estimated $1.04K.
  • Xcel Energy made up 0.04% of Claro Advisors's portfolio in Q2 2026, its #344 holding.
  • Claro Advisors first reported a position in Xcel Energy in Q4 2018 and has held it in 20 quarters since.
  • Claro Advisors's Xcel Energy position peaked at $2.18M in Q3 2024.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.