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Elevation Wealth Partners’s Xcel Energy XEL Stock Holding History

Elevation Wealth Partners’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 		$45.9K Hold
572
– – 0.01% 325
2026
Q1 		$45.4K Hold
572
– – 0.02% 257
2025
Q4 		$42.2K Buy
572
+71
+14% +$5.6K 0.02% 265
2025
Q3 		$40.4K Buy
501
+7
+1% +$506 0.01% 265
2025
Q2 		$33.6K Hold
494
– – 0.01% 270
2025
Q1 		$35K Hold
494
– – 0.02% 268
2024
Q4 		$33.4K Hold
494
– – 0.01% 272
2024
Q3 		$32.3K Sell
494
-1
-0.2% -$59 0.01% 267
2024
Q2 		$26.4K Buy
495
+1
+0.2% +$54 0.01% 268
2024
Q1 		$26.6K Hold
494
– – 0.01% 278
2023
Q4 		$28.3K Hold
494
– – 0.02% 256
2023
Q3 		$28.3K Hold
494
– – 0.02% 189
2023
Q2 		$30.7K Hold
494
– – 0.03% 188
2023
Q1 		$33.3K Buy
+494
New +$33.3K 0.03% 188

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

Elevation Wealth Partners's XEL Position: Q2 2026 in Review

Elevation Wealth Partners held its Xcel Energy (XEL) position steady in Q2 2026 at 572 shares worth $45.9K. The position accounts for 0.01% of the portfolio, ranked #325.

Elevation Wealth Partners first reported a position in XEL in Q1 2023 and has held it in 14 quarters since. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Elevation Wealth Partners held 572 shares of Xcel Energy worth $45.9K as of Q2 2026.
  • Elevation Wealth Partners left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #325 holding.
  • Elevation Wealth Partners first reported a position in Xcel Energy in Q1 2023 and has held it in 14 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.