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Integrated Wealth Concepts’s Xcel Energy XEL Stock Holding History

Integrated Wealth Concepts’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 		$1.91M Sell
23,795
-20,005
-46% -$1.6M 0.01% 862
2026
Q1 		$3.48M Buy
+43,800
New +$3.44M 0.03% 548
2025
Q4 		– Sell
-35,115
Closed -$2.83M – 2051
2025
Q3 		$2.83M Sell
35,115
-2,355
-6% -$170K 0.03% 553
2025
Q2 		$2.55M Sell
37,470
-3,329
-8% -$231K 0.03% 542
2025
Q1 		$2.89M Sell
40,799
-5,534
-12% -$377K 0.03% 481
2024
Q4 		$3.13M Buy
46,333
+28,851
+165% +$1.94M 0.04% 420
2024
Q3 		$1.14M Buy
17,482
+772
+5% +$45.8K 0.01% 742
2024
Q2 		$893K Buy
16,710
+1,913
+13% +$104K 0.01% 811
2024
Q1 		$795K Buy
14,797
+1,193
+9% +$68.1K 0.01% 854
2023
Q4 		$842K Buy
13,604
+1,263
+10% +$75.8K 0.01% 798
2023
Q3 		$706K Buy
12,341
+1,188
+11% +$71.4K 0.01% 835
2023
Q2 		$693K Buy
11,153
+2,273
+26% +$152K 0.01% 833
2023
Q1 		$599K Buy
+8,880
New +$599K 0.01% 795

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

Integrated Wealth Concepts's XEL Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Xcel Energy (XEL) stake by 46% in Q2 2026, selling an estimated $1.6M and leaving 23,795 shares worth $1.91M. The position accounts for 0.01% of the portfolio, ranked #862.

Integrated Wealth Concepts first reported a position in XEL in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.48M in Q1 2026. 1,292 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Integrated Wealth Concepts held 23,795 shares of Xcel Energy worth $1.91M as of Q2 2026.
  • Integrated Wealth Concepts sold 20,005 Xcel Energy shares in Q2 2026, an estimated $1.6M.
  • Xcel Energy made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #862 holding.
  • Integrated Wealth Concepts first reported a position in Xcel Energy in Q1 2023 and has held it in 13 quarters since.
  • Integrated Wealth Concepts's Xcel Energy position peaked at $3.48M in Q1 2026.
  • 1,292 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.