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Heritage Wealth Advisors’s Xcel Energy XEL Stock Holding History

Heritage 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 		$83.5K Hold
1,040
– – ﹤0.01% 283
2026
Q1 		$82.6K Hold
1,040
– – ﹤0.01% 272
2025
Q4 		$76.8K Hold
1,040
– – ﹤0.01% 285
2025
Q3 		$83.9K Hold
1,040
– – ﹤0.01% 261
2025
Q2 		$70.8K Hold
1,040
– – ﹤0.01% 274
2025
Q1 		$73.6K Hold
1,040
– – ﹤0.01% 268
2024
Q4 		$70.2K Buy
1,040
+640
+160% +$42.9K ﹤0.01% 282
2024
Q3 		$26.1K Hold
400
– – ﹤0.01% 376
2024
Q2 		$21.4K Hold
400
– – ﹤0.01% 374
2024
Q1 		$21.5K Hold
400
– – ﹤0.01% 392
2023
Q4 		$24.8K Buy
+400
New +$24K ﹤0.01% 391
2021
Q3 		– Sell
-975
Closed -$64.2K – 573
2021
Q2 		$64.2K Hold
975
– – ﹤0.01% 301
2021
Q1 		$64.8K Hold
975
– – ﹤0.01% 306
2020
Q4 		$65K Buy
+975
New +$67.9K ﹤0.01% 300

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

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

Heritage Wealth Advisors held its Xcel Energy (XEL) position steady in Q2 2026 at 1,040 shares worth $83.5K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Heritage Wealth Advisors first reported a position in XEL in Q4 2020 and has held it in 14 quarters since. The position peaked at $83.9K in Q3 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Heritage Wealth Advisors held 1,040 shares of Xcel Energy worth $83.5K as of Q2 2026.
  • Heritage Wealth Advisors left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #283 holding.
  • Heritage Wealth Advisors first reported a position in Xcel Energy in Q4 2020 and has held it in 14 quarters since.
  • Heritage Wealth Advisors's Xcel Energy position peaked at $83.9K in Q3 2025.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

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