Harbor Investment Advisory’s Xcel Energy XEL Stock Holding History

Harbor Investment Advisory’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	$80.7K	Hold	1,005	–	–	0.01%	619
2026 Q1	$79.8K	Sell	1,005 -97	-9%	-$7.61K	0.01%	549
2025 Q4	$81.4K	Buy	1,102 +1,005	+1,036%	+$79.3K	0.01%	554
2025 Q3	$7.82K	Hold	97	–	–	﹤0.01%	940
2025 Q2	$6.61K	Hold	97	–	–	﹤0.01%	961
2025 Q1	$6.87K	Hold	97	–	–	﹤0.01%	941
2024 Q4	$6.55K	Hold	97	–	–	﹤0.01%	940
2024 Q3	$6.33K	Sell	97 -3	-3%	-$178	﹤0.01%	949
2024 Q2	$5.34K	Buy	+100	New	+$5.44K	﹤0.01%	961
2023 Q3	–	Sell	-1,469	Closed	-$91.3K	–	1354
2023 Q2	$91.3K	Hold	1,469	–	–	0.01%	525
2023 Q1	$99.1K	Hold	1,469	–	–	0.01%	497
2022 Q4	$103K	Hold	1,469	–	–	0.02%	484
2022 Q3	$94K	Sell	1,469 -32	-2%	-$2.33K	0.02%	489
2022 Q2	$106K	Buy	1,501 +58	+4%	+$4.22K	0.02%	491
2022 Q1	$104K	Buy	1,443 +33	+2%	+$2.27K	0.01%	529
2021 Q4	$95K	Hold	1,410	–	–	0.01%	553
2021 Q3	$88K	Hold	1,410	–	–	0.01%	563
2021 Q2	$93K	Hold	1,410	–	–	0.01%	528
2021 Q1	$94K	Hold	1,410	–	–	0.01%	501
2020 Q4	$94K	Buy	1,410 +436	+45%	+$30.4K	0.02%	468
2020 Q3	$67K	Buy	974 +947	+3,507%	+$64.6K	0.01%	435
2020 Q2	$2K	Buy	+27	New	+$1.7K	﹤0.01%	1024

Other funds holding XEL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Harbor Investment Advisory's XEL Position: Q2 2026 in Review

Harbor Investment Advisory held its Xcel Energy (XEL) position steady in Q2 2026 at 1,005 shares worth $80.7K. The position accounts for 0.01% of the portfolio, ranked #619.

Harbor Investment Advisory first reported a position in XEL in Q2 2020 and has held it in 22 quarters since. The position peaked at $106K in Q2 2022. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Harbor Investment Advisory held 1,005 shares of Xcel Energy worth $80.7K as of Q2 2026.
Harbor Investment Advisory left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #619 holding.
Harbor Investment Advisory first reported a position in Xcel Energy in Q2 2020 and has held it in 22 quarters since.
Harbor Investment Advisory's Xcel Energy position peaked at $106K in Q2 2022.
1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.