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Flagship Harbor Advisors’s Xcel Energy XEL Stock Holding History

Flagship Harbor 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 		$619K Buy
+7,714
New +$616K 0.02% 459
2026
Q1 		– Sell
-290
Closed -$21.4K – 2213
2025
Q4 		$21.4K Buy
+290
New +$22.9K ﹤0.01% 1309
2021
Q4 		– Sell
-3,263
Closed -$215K – 711
2021
Q3 		$215K Hold
3,263
– – 0.02% 590
2021
Q2 		$215K Sell
3,263
-8
-0.2% -$557 0.02% 591
2021
Q1 		$218K Buy
3,271
+75
+2% +$4.74K 0.02% 584
2020
Q4 		$213K Sell
3,196
-37
-1% -$2.58K 0.03% 522
2020
Q3 		$223K Buy
3,233
+212
+7% +$14.5K 0.03% 438
2020
Q2 		$188K Buy
3,021
+143
+5% +$9.01K 0.03% 475
2020
Q1 		$174K Buy
2,878
+17
+0.6% +$1.11K 0.03% 420
2019
Q4 		$182K Buy
2,861
+18
+0.6% +$1.13K 0.03% 456
2019
Q3 		$184K Buy
2,843
+1,296
+84% +$80.8K 0.04% 428
2019
Q2 		$92K Buy
1,547
+719
+87% +$41.3K 0.02% 591
2019
Q1 		$46K Buy
828
+6
+0.7% +$319 0.01% 780
2018
Q4 		$40K Sell
822
-616
-43% -$30.9K 0.01% 785
2018
Q3 		$68K Buy
1,438
+7
+0.5% +$330 0.01% 703
2018
Q2 		$65K Buy
+1,431
New +$64.1K 0.01% 709

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

Flagship Harbor Advisors's XEL Position: Q2 2026 in Review

Flagship Harbor Advisors opened a new position in Xcel Energy (XEL) in Q2 2026: 7,714 shares worth $619K. The stake represents 0.02% of the portfolio and ranks #459 among its holdings. This is a return to the name: Flagship Harbor Advisors previously reported a position in XEL as recently as Q4 2025.

Flagship Harbor Advisors first reported a position in XEL in Q2 2018 and has held it in 16 quarters since. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Flagship Harbor Advisors held 7,714 shares of Xcel Energy worth $619K as of Q2 2026.
  • Xcel Energy was a new Flagship Harbor Advisors position in Q2 2026.
  • Xcel Energy made up 0.02% of Flagship Harbor Advisors's portfolio in Q2 2026, its #459 holding.
  • Flagship Harbor Advisors first reported a position in Xcel Energy in Q2 2018 and has held it in 16 quarters since.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Flagship Harbor Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.