Clearstead Trust’s Xcel Energy XEL Stock Holding History

Clearstead Trust’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	$11.1K	Hold	138	–	–	﹤0.01%	598
2026 Q1	$11K	Hold	138	–	–	﹤0.01%	552
2025 Q4	$10.2K	Sell	138 -24	-15%	-$1.89K	﹤0.01%	585
2025 Q3	$13.1K	Sell	162 -255	-61%	-$18.4K	﹤0.01%	537
2025 Q2	$28.4K	Buy	417 +279	+202%	+$19.3K	0.01%	370
2025 Q1	$9.77K	Buy	+138	New	+$9.39K	﹤0.01%	471
2023 Q4	–	Sell	-209	Closed	-$12K	–	474
2023 Q3	$12K	Hold	209	–	–	﹤0.01%	332
2023 Q2	$13K	Hold	209	–	–	﹤0.01%	302
2023 Q1	$14.1K	Hold	209	–	–	﹤0.01%	286
2022 Q4	$15K	Hold	209	–	–	0.01%	293
2022 Q3	$13K	Buy	+209	New	+$15.2K	﹤0.01%	280

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Clearstead Trust's XEL Position: Q2 2026 in Review

Clearstead Trust held its Xcel Energy (XEL) position steady in Q2 2026 at 138 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Clearstead Trust first reported a position in XEL in Q3 2022 and has held it in 11 quarters since. The position peaked at $28.4K in Q2 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Clearstead Trust held 138 shares of Xcel Energy worth $11.1K as of Q2 2026.
Clearstead Trust left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #598 holding.
Clearstead Trust first reported a position in Xcel Energy in Q3 2022 and has held it in 11 quarters since.
Clearstead Trust's Xcel Energy position peaked at $28.4K in Q2 2025.
1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

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