IAA
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Independent Advisor Alliance’s Xcel Energy XEL Stock Holding History

Independent Advisor Alliance’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 		$942K Buy
11,735
+984
+9% +$78.5K 0.02% 478
2026
Q1 		$854K Sell
10,751
-42
-0.4% -$3.29K 0.01% 900
2025
Q4 		$797K Sell
10,793
-499
-4% -$39.4K 0.02% 530
2025
Q3 		$911K Buy
11,292
+429
+4% +$31K 0.02% 462
2025
Q2 		$740K Buy
10,863
+241
+2% +$16.7K 0.02% 482
2025
Q1 		$752K Buy
10,622
+938
+10% +$63.9K 0.02% 426
2024
Q4 		$654K Sell
9,684
-304
-3% -$20.4K 0.01% 860
2024
Q3 		$652K Buy
9,988
+3,052
+44% +$181K 0.02% 405
2024
Q2 		$370K Buy
6,936
+1,423
+26% +$77.4K 0.01% 525
2024
Q1 		$296K Sell
5,513
-694
-11% -$39.6K 0.01% 573
2023
Q4 		$384K Buy
6,207
+3
+0% +$180 0.01% 488
2023
Q3 		$355K Sell
6,204
-75
-1% -$4.51K 0.02% 478
2023
Q2 		$390K Buy
6,279
+65
+1% +$4.34K 0.02% 476
2023
Q1 		$419K Buy
+6,214
New +$419K 0.02% 456
2022
Q4 		– Sell
-5,315
Closed -$340K – 635
2022
Q3 		$340K Buy
5,315
+1,112
+26% +$81K 0.02% 458
2022
Q2 		$297K Sell
4,203
-1,017
-19% -$74K 0.02% 487
2022
Q1 		$377K Buy
5,220
+2,122
+68% +$146K 0.02% 466
2021
Q4 		$210K Sell
3,098
-225
-7% -$14.7K 0.01% 622
2021
Q3 		$208K Sell
3,323
-52
-2% -$3.51K 0.01% 577
2021
Q2 		$222K Buy
+3,375
New +$235K 0.01% 564
2020
Q3 		– Sell
-3,237
Closed -$202K – 537
2020
Q2 		$202K Buy
+3,237
New +$204K 0.02% 440

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 $3.38T AUM 44.17% 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

Independent Advisor Alliance's XEL Position: Q2 2026 in Review

Independent Advisor Alliance increased its Xcel Energy (XEL) stake by 9.2% in Q2 2026, buying an estimated $78.5K and bringing the position to 11,735 shares worth $942K. The position accounts for 0.02% of the portfolio, ranked #478.

Independent Advisor Alliance first reported a position in XEL in Q2 2020 and has held it in 21 quarters since. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Independent Advisor Alliance held 11,735 shares of Xcel Energy worth $942K as of Q2 2026.
  • Independent Advisor Alliance bought 984 Xcel Energy shares in Q2 2026, an estimated $78.5K.
  • Xcel Energy made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #478 holding.
  • Independent Advisor Alliance first reported a position in Xcel Energy in Q2 2020 and has held it in 21 quarters since.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.