Crewe Advisors’s Xcel Energy XEL Stock Holding History

Crewe 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	$729	Hold	9	–	–	﹤0.01%	1060
2026 Q1	$715	Buy	+9	New	+$706	﹤0.01%	978
2025 Q3	–	Sell	-45	Closed	-$3.06K	–	1068
2025 Q2	$3.06K	Buy	+45	New	+$3.12K	﹤0.01%	560
2024 Q4	–	Sell	-109	Closed	-$7.12K	–	811
2024 Q3	$7.12K	Sell	109 -20	-16%	-$1.19K	﹤0.01%	531
2024 Q2	$6.89K	Buy	129 +20	+18%	+$1.09K	﹤0.01%	745
2024 Q1	$5.86K	Buy	+109	New	+$6.22K	﹤0.01%	701
2023 Q4	–	Sell	-4	Closed	-$229	–	709
2023 Q3	$229	Buy	4 +1	+33%	+$60	﹤0.01%	439
2023 Q2	$187	Sell	3 -598	-100%	-$39.9K	﹤0.01%	727
2023 Q1	$40.5K	Sell	601 -44	-7%	-$2.97K	0.01%	333
2022 Q4	$45.2K	Buy	645 +268	+71%	+$17.8K	0.01%	316
2022 Q3	$24K	Buy	377 +86	+30%	+$6.26K	﹤0.01%	432
2022 Q2	$21K	Buy	+291	New	+$21.2K	﹤0.01%	412
2020 Q4	–	Sell	-23	Closed	-$2K	–	656
2020 Q3	$2K	Buy	+23	New	+$1.57K	﹤0.01%	545

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

Crewe Advisors's XEL Position: Q2 2026 in Review

Crewe Advisors held its Xcel Energy (XEL) position steady in Q2 2026 at 9 shares worth $729. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

Crewe Advisors first reported a position in XEL in Q3 2020 and has held it in 13 quarters since. The position peaked at $45.2K in Q4 2022. 1,282 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Crewe Advisors held 9 shares of Xcel Energy worth $729 as of Q2 2026.
Crewe Advisors left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #1060 holding.
Crewe Advisors first reported a position in Xcel Energy in Q3 2020 and has held it in 13 quarters since.
Crewe Advisors's Xcel Energy position peaked at $45.2K in Q4 2022.
1,282 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.