Highland Investment Advisors LLC’s Xcel Energy XEL Stock Holding History

Highland Investment Advisors LLC’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	$40.1K	Buy	+500	New	+$39.9K	0.02%	199

Other funds holding XEL

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Highland Investment Advisors LLC's XEL Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Xcel Energy (XEL) in Q2 2026: 500 shares worth $40.1K. The stake represents 0.02% of the portfolio and ranks #199 among its holdings.

1,053 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Highland Investment Advisors LLC held 500 shares of Xcel Energy worth $40.1K as of Q2 2026.
Xcel Energy was a new Highland Investment Advisors LLC position in Q2 2026.
Xcel Energy made up 0.02% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #199 holding.
1,053 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

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