C
XEL icon

Covestor’s Xcel Energy XEL Stock Holding History

Covestor’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 		$19K Buy
242
+13
+6% +$1.04K 0.01% 1207
2026
Q1 		$18K Sell
229
-654
-74% -$51.3K 0.01% 1162
2025
Q4 		$65K Buy
883
+539
+157% +$42.5K 0.03% 803
2025
Q3 		$28K Sell
344
-55
-14% -$3.98K 0.02% 1155
2025
Q2 		$27K Sell
399
-1,304
-77% -$90.4K 0.02% 1136
2025
Q1 		$121K Sell
1,703
-19
-1% -$1.29K 0.08% 372
2024
Q4 		$116K Sell
1,722
-1,100
-39% -$73.8K 0.07% 435
2024
Q3 		$184K Buy
2,822
+2,337
+482% +$139K 0.12% 213
2024
Q2 		$26K Sell
485
-831
-63% -$45.2K 0.02% 1110
2024
Q1 		$71K Buy
1,316
+1,007
+326% +$57.5K 0.05% 737
2023
Q4 		$19K Sell
309
-116
-27% -$6.96K 0.01% 1227
2023
Q3 		$25K Sell
425
-19
-4% -$1.14K 0.02% 1040
2023
Q2 		$28K Sell
444
-302
-40% -$20.2K 0.02% 1005
2023
Q1 		$50K Sell
746
-306
-29% -$20.6K 0.04% 712
2022
Q4 		$74K Buy
1,052
+737
+234% +$49K 0.06% 559
2022
Q3 		$20K Sell
315
-14
-4% -$1.02K 0.02% 997
2022
Q2 		$23K Sell
329
-24
-7% -$1.75K 0.02% 956
2022
Q1 		$26K Sell
353
-104
-23% -$7.15K 0.02% 992
2021
Q4 		$31K Buy
+457
New +$29.8K 0.04% 749

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

Covestor's XEL Position: Q2 2026 in Review

Covestor increased its Xcel Energy (XEL) stake by 5.7% in Q2 2026, buying an estimated $1.04K and bringing the position to 242 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #1207.

Covestor first reported a position in XEL in Q4 2021 and has held it in 19 quarters since. The position peaked at $184K in Q3 2024. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Covestor held 242 shares of Xcel Energy worth $19K as of Q2 2026.
  • Covestor bought 13 Xcel Energy shares in Q2 2026, an estimated $1.04K.
  • Xcel Energy made up 0.01% of Covestor's portfolio in Q2 2026, its #1207 holding.
  • Covestor first reported a position in Xcel Energy in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Xcel Energy position peaked at $184K in Q3 2024.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.