Envestnet Portfolio Solutions
XEL icon

Envestnet Portfolio Solutions’s Xcel Energy XEL Stock Holding History

Envestnet Portfolio Solutions’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 		$1.08M Sell
13,454
-5,109
-28% -$408K 0.01% 677
2026
Q1 		$1.47M Sell
18,563
-24,219
-57% -$1.9M 0.01% 526
2025
Q4 		$3.16M Sell
42,782
-2,333
-5% -$184K 0.01% 454
2025
Q3 		$3.64M Sell
45,115
-1,229
-3% -$88.9K 0.01% 417
2025
Q2 		$3.16M Buy
46,344
+748
+2% +$51.9K 0.01% 453
2025
Q1 		$3.23M Sell
45,596
-13,275
-23% -$904K 0.01% 470
2024
Q4 		$3.97M Sell
58,871
-702
-1% -$47.1K 0.01% 454
2024
Q3 		$3.89M Sell
59,573
-1,594
-3% -$94.5K 0.01% 455
2024
Q2 		$3.27M Buy
61,167
+10,851
+22% +$590K 0.01% 482
2024
Q1 		$2.7M Buy
50,316
+320
+0.6% +$18.3K 0.01% 548
2023
Q4 		$3.1M Buy
49,996
+17,808
+55% +$1.07M 0.01% 468
2023
Q3 		$1.84M Buy
+32,188
New +$1.93M 0.01% 560

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

Envestnet Portfolio Solutions's XEL Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Xcel Energy (XEL) stake by 28% in Q2 2026, selling an estimated $408K and leaving 13,454 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #677.

Envestnet Portfolio Solutions first reported a position in XEL in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.97M in Q4 2024. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Envestnet Portfolio Solutions held 13,454 shares of Xcel Energy worth $1.08M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 5,109 Xcel Energy shares in Q2 2026, an estimated $408K.
  • Xcel Energy made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #677 holding.
  • Envestnet Portfolio Solutions first reported a position in Xcel Energy in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Xcel Energy position peaked at $3.97M in Q4 2024.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.