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Flagship Wealth Advisors’s Xcel Energy XEL Stock Holding History

Flagship Wealth 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 		$102K Buy
1,267
+700
+123% +$55.9K 0.02% 202
2026
Q1 		$38.6K Sell
567
-700
-55% -$54.9K 0.02% 212
2025
Q4 		$93.6K Hold
1,267
– – 0.03% 171
2025
Q3 		$102K Hold
1,267
– – 0.03% 165
2025
Q2 		$86.3K Hold
1,267
– – 0.03% 167
2025
Q1 		$89.7K Hold
1,267
– – 0.04% 159
2024
Q4 		$85.5K Buy
+1,267
New +$85K 0.05% 149

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

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

Flagship Wealth Advisors increased its Xcel Energy (XEL) stake by 123% in Q2 2026, buying an estimated $55.9K and bringing the position to 1,267 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #202.

Flagship Wealth Advisors first reported a position in XEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $102K in Q3 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Flagship Wealth Advisors held 1,267 shares of Xcel Energy worth $102K as of Q2 2026.
  • Flagship Wealth Advisors bought 700 Xcel Energy shares in Q2 2026, an estimated $55.9K.
  • Xcel Energy made up 0.02% of Flagship Wealth Advisors's portfolio in Q2 2026, its #202 holding.
  • Flagship Wealth Advisors first reported a position in Xcel Energy in Q4 2024 and has held it in 7 quarters since.
  • Flagship Wealth Advisors's Xcel Energy position peaked at $102K in Q3 2025.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.