Shah Wealth Advisors, LLC’s Xcel Energy XEL Stock Holding History

Shah Wealth Advisors, LLC’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	$466K	Buy	+5,804	New	+$463K	0.11%	56

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Shah Wealth Advisors, LLC's XEL Position: Q2 2026 in Review

Shah Wealth Advisors, LLC opened a new position in Xcel Energy (XEL) in Q2 2026: 5,804 shares worth $466K. The stake represents 0.11% of the portfolio and ranks #56 among its holdings.

799 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Shah Wealth Advisors, LLC held 5,804 shares of Xcel Energy worth $466K as of Q2 2026.
Xcel Energy was a new Shah Wealth Advisors, LLC position in Q2 2026.
Xcel Energy made up 0.11% of Shah Wealth Advisors, LLC's portfolio in Q2 2026, its #56 holding.
799 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Shah Wealth Advisors, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.