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Concurrent Investment Advisors’s Xcel Energy XEL Stock Holding History

Concurrent Investment 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 		$2.39M Buy
29,820
+13,360
+81% +$1.07M 0.02% 664
2026
Q1 		$1.31M Sell
16,460
-689
-4% -$54K 0.01% 770
2025
Q4 		$1.27M Buy
17,149
+4,835
+39% +$381K 0.01% 731
2025
Q3 		$993K Sell
12,314
-222
-2% -$16.1K 0.02% 656
2025
Q2 		$854K Sell
12,536
-235
-2% -$16.3K 0.02% 650
2025
Q1 		$904K Buy
12,771
+1,892
+17% +$129K 0.02% 574
2024
Q4 		$735K Buy
10,879
+959
+10% +$64.3K 0.02% 569
2024
Q3 		$648K Buy
9,920
+1,113
+13% +$66K 0.02% 562
2024
Q2 		$470K Buy
8,807
+2,068
+31% +$113K 0.02% 606
2024
Q1 		$362K Sell
6,739
-1,681
-20% -$96K 0.01% 623
2023
Q4 		$521K Buy
+8,420
New +$505K 0.02% 487

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's XEL Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Xcel Energy (XEL) stake by 81% in Q2 2026, buying an estimated $1.07M and bringing the position to 29,820 shares worth $2.39M. The position accounts for 0.02% of the portfolio, ranked #664.

Concurrent Investment Advisors first reported a position in XEL in Q4 2023 and has held it in 11 quarters since. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Concurrent Investment Advisors held 29,820 shares of Xcel Energy worth $2.39M as of Q2 2026.
  • Concurrent Investment Advisors bought 13,360 Xcel Energy shares in Q2 2026, an estimated $1.07M.
  • Xcel Energy made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #664 holding.
  • Concurrent Investment Advisors first reported a position in Xcel Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.