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Foundations Investment Advisors’s Xcel Energy XEL Stock Holding History

Foundations Investment 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 		$1.93M Buy
24,024
+818
+4% +$65.3K 0.02% 408
2026
Q1 		$1.84M Buy
23,206
+38
+0.2% +$2.98K 0.02% 393
2025
Q4 		$1.71M Buy
23,168
+9,946
+75% +$784K 0.02% 384
2025
Q3 		$1.07M Buy
13,222
+7,660
+138% +$554K 0.02% 449
2025
Q2 		$379K Buy
5,562
+1,596
+40% +$111K 0.01% 666
2025
Q1 		$281K Buy
+3,966
New +$270K 0.01% 727
2024
Q3 		– Sell
-11,258
Closed -$601K – 870
2024
Q2 		$601K Buy
11,258
+274
+2% +$14.9K 0.01% 453
2024
Q1 		$590K Sell
10,984
-218
-2% -$12.4K 0.02% 430
2023
Q4 		$685K Buy
11,202
+912
+9% +$54.7K 0.02% 372
2023
Q3 		$589K Buy
10,290
+176
+2% +$10.6K 0.02% 358
2023
Q2 		$629K Buy
10,114
+86
+0.9% +$5.74K 0.02% 321
2023
Q1 		$676K Sell
10,028
-2,231
-18% -$151K 0.02% 281
2022
Q4 		$860K Sell
12,259
-882
-7% -$58.7K 0.03% 215
2022
Q3 		$841K Buy
+13,141
New +$957K 0.04% 186

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

Foundations Investment Advisors's XEL Position: Q2 2026 in Review

Foundations Investment Advisors increased its Xcel Energy (XEL) stake by 3.5% in Q2 2026, buying an estimated $65.3K and bringing the position to 24,024 shares worth $1.93M. The position accounts for 0.02% of the portfolio, ranked #408.

Foundations Investment Advisors first reported a position in XEL in Q3 2022 and has held it in 14 quarters since. 1,285 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Foundations Investment Advisors held 24,024 shares of Xcel Energy worth $1.93M as of Q2 2026.
  • Foundations Investment Advisors bought 818 Xcel Energy shares in Q2 2026, an estimated $65.3K.
  • Xcel Energy made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #408 holding.
  • Foundations Investment Advisors first reported a position in Xcel Energy in Q3 2022 and has held it in 14 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.