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Code Waechter’s Xcel Energy XEL Stock Holding History

Code Waechter’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 		$634K Sell
7,900
-966
-11% -$77.1K 0.33% 60
2026
Q1 		$704K Sell
8,866
-785
-8% -$61.6K 0.42% 52
2025
Q4 		$713K Buy
9,651
+92
+1% +$7.26K 0.46% 51
2025
Q3 		$773K Buy
9,559
+255
+3% +$18.4K 0.5% 41
2025
Q2 		$634K Buy
9,304
+3,067
+49% +$213K 0.45% 47
2025
Q1 		$442K Buy
+6,237
New +$425K 0.36% 62

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

Code Waechter's XEL Position: Q2 2026 in Review

Code Waechter reduced its Xcel Energy (XEL) stake by 11% in Q2 2026, selling an estimated $77.1K and leaving 7,900 shares worth $634K. The position accounts for 0.33% of the portfolio, ranked #60.

Code Waechter first reported a position in XEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $773K in Q3 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Code Waechter held 7,900 shares of Xcel Energy worth $634K as of Q2 2026.
  • Code Waechter sold 966 Xcel Energy shares in Q2 2026, an estimated $77.1K.
  • Xcel Energy made up 0.33% of Code Waechter's portfolio in Q2 2026, its #60 holding.
  • Code Waechter first reported a position in Xcel Energy in Q1 2025 and has held it in 6 quarters since.
  • Code Waechter's Xcel Energy position peaked at $773K in Q3 2025.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Code Waechter's 13F filing for Q2 2026, filed 31 Jul 2026.