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Evolve Private Wealth’s Xcel Energy XEL Stock Holding History

Evolve Private 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 		$384K Sell
4,745
-11,649
-71% -$930K 0.02% 613
2026
Q1 		$1.3M Sell
16,394
-182
-1% -$14.3K 0.07% 262
2025
Q4 		$1.23M Buy
+16,576
New +$1.31M 0.07% 249

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

Evolve Private Wealth's XEL Position: Q2 2026 in Review

Evolve Private Wealth reduced its Xcel Energy (XEL) stake by 71% in Q2 2026, selling an estimated $930K and leaving 4,745 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #613.

Evolve Private Wealth first reported a position in XEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.3M in Q1 2026. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Evolve Private Wealth held 4,745 shares of Xcel Energy worth $384K as of Q2 2026.
  • Evolve Private Wealth sold 11,649 Xcel Energy shares in Q2 2026, an estimated $930K.
  • Xcel Energy made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #613 holding.
  • Evolve Private Wealth first reported a position in Xcel Energy in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Xcel Energy position peaked at $1.3M in Q1 2026.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.