CreativeOne Wealth’s Xcel Energy XEL Stock Holding History

CreativeOne Wealth’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	$405K	Sell	5,045 -3,376	-40%	-$269K	0.01%	872
2026 Q1	$669K	Buy	8,421 +97	+1%	+$7.61K	0.02%	703
2025 Q4	$615K	Buy	8,324 +519	+7%	+$40.9K	0.01%	718
2025 Q3	$630K	Sell	7,805 -44	-0.6%	-$3.18K	0.02%	694
2025 Q2	$535K	Buy	7,849 +375	+5%	+$26K	0.01%	712
2025 Q1	$529K	Buy	7,474 +829	+12%	+$56.4K	0.02%	670
2024 Q4	$449K	Buy	+6,645	New	+$446K	0.01%	729
2023 Q3	–	Sell	-3,671	Closed	-$228K	–	841
2023 Q2	$228K	Sell	3,671 -1,968	-35%	-$131K	0.01%	738
2023 Q1	$380K	Sell	5,639 -1,717	-23%	-$116K	0.02%	545
2022 Q4	$516K	Buy	7,356 +138	+2%	+$9.18K	0.03%	423
2022 Q3	$462K	Buy	7,218 +109	+2%	+$7.93K	0.03%	430
2022 Q2	$503K	Sell	7,109 -221	-3%	-$16.1K	0.03%	416
2022 Q1	$529K	Sell	7,330 -10	-0.1%	-$687	0.03%	415
2021 Q4	$497K	Sell	7,340 -899	-11%	-$58.6K	0.02%	457
2021 Q3	$515K	Buy	8,239 +2,109	+34%	+$142K	0.03%	397
2021 Q2	$404K	Buy	6,130 +196	+3%	+$13.6K	0.02%	445
2021 Q1	$395K	Buy	5,934 +1,547	+35%	+$97.8K	0.03%	389
2020 Q4	$292K	Buy	+4,387	New	+$306K	0.02%	379

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

CreativeOne Wealth's XEL Position: Q2 2026 in Review

CreativeOne Wealth reduced its Xcel Energy (XEL) stake by 40% in Q2 2026, selling an estimated $269K and leaving 5,045 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #872.

CreativeOne Wealth first reported a position in XEL in Q4 2020 and has held it in 18 quarters since. The position peaked at $669K in Q1 2026. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

CreativeOne Wealth held 5,045 shares of Xcel Energy worth $405K as of Q2 2026.
CreativeOne Wealth sold 3,376 Xcel Energy shares in Q2 2026, an estimated $269K.
Xcel Energy made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #872 holding.
CreativeOne Wealth first reported a position in Xcel Energy in Q4 2020 and has held it in 18 quarters since.
CreativeOne Wealth's Xcel Energy position peaked at $669K in Q1 2026.
1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.