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Clearstead Advisors’s Xcel Energy XEL Stock Holding History

Clearstead 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 		$1.15M Buy
14,371
+9,668
+206% +$772K 0.01% 513
2026
Q1 		$374K Sell
4,703
-1,583
-25% -$124K ﹤0.01% 793
2025
Q4 		$464K Sell
6,286
-921
-13% -$72.6K 0.01% 674
2025
Q3 		$581K Sell
7,207
-13
-0.2% -$940 0.01% 588
2025
Q2 		$492K Buy
7,220
+2,005
+38% +$139K 0.01% 617
2025
Q1 		$369K Buy
5,215
+670
+15% +$45.6K 0.01% 653
2024
Q4 		$307K Sell
4,545
-178
-4% -$11.9K ﹤0.01% 716
2024
Q3 		$308K Buy
4,723
+126
+3% +$7.47K ﹤0.01% 718
2024
Q2 		$246K Buy
4,597
+3,958
+619% +$215K ﹤0.01% 749
2024
Q1 		$35.7K Sell
639
-578
-47% -$33K ﹤0.01% 841
2023
Q4 		$75.3K Buy
1,217
+88
+8% +$5.28K ﹤0.01% 646
2023
Q3 		$64.6K Sell
1,129
-249
-18% -$15K ﹤0.01% 649
2023
Q2 		$85.7K Buy
1,378
+535
+63% +$35.7K 0.01% 613
2023
Q1 		$56.9K Sell
843
-503
-37% -$33.9K ﹤0.01% 638
2022
Q4 		$94.4K Buy
1,346
+579
+75% +$38.5K 0.01% 513
2022
Q3 		$49K Buy
767
+113
+17% +$8.23K ﹤0.01% 613
2022
Q2 		$46K Sell
654
-2
-0.3% -$146 ﹤0.01% 641
2022
Q1 		$47K Buy
656
+2
+0.3% +$137 ﹤0.01% 694
2021
Q4 		$44K Sell
654
-113
-15% -$7.37K ﹤0.01% 678
2021
Q3 		$48K Buy
767
+93
+14% +$6.28K ﹤0.01% 620
2021
Q2 		$44K Buy
674
+20
+3% +$1.39K ﹤0.01% 581
2021
Q1 		$43K Hold
654
– – ﹤0.01% 568
2020
Q4 		$44K Hold
654
– – ﹤0.01% 525
2020
Q3 		$45K Buy
+654
New +$44.6K ﹤0.01% 485

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

Clearstead Advisors's XEL Position: Q2 2026 in Review

Clearstead Advisors increased its Xcel Energy (XEL) stake by 206% in Q2 2026, buying an estimated $772K and bringing the position to 14,371 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #513.

Clearstead Advisors first reported a position in XEL in Q3 2020 and has held it in 24 quarters since. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Clearstead Advisors held 14,371 shares of Xcel Energy worth $1.15M as of Q2 2026.
  • Clearstead Advisors bought 9,668 Xcel Energy shares in Q2 2026, an estimated $772K.
  • Xcel Energy made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #513 holding.
  • Clearstead Advisors first reported a position in Xcel Energy in Q3 2020 and has held it in 24 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.