J.W. Cole Advisors’s Xcel Energy XEL Stock Holding History

J.W. Cole 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	$1.13M	Sell	14,018 -19	-0.1%	-$1.52K	0.02%	717
2026 Q1	$1.12M	Sell	14,037 -61	-0.4%	-$4.79K	0.04%	358
2025 Q4	$1.02M	Sell	14,098 -140	-1%	-$11K	0.02%	627
2025 Q3	$1.15M	Buy	14,238 +18	+0.1%	+$1.3K	0.02%	667
2025 Q2	$968K	Buy	14,220 +1,432	+11%	+$99.3K	0.02%	679
2025 Q1	$905K	Buy	+12,788	New	+$871K	0.03%	571
2020 Q4	–	Sell	-19,564	Closed	-$1.35M	–	887
2020 Q3	$1.35M	Buy	+19,564	New	+$1.33M	0.1%	206

Other funds holding XEL

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

J.W. Cole Advisors's XEL Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Xcel Energy (XEL) stake by 0.14% in Q2 2026, selling an estimated $1.52K and leaving 14,018 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #717.

J.W. Cole Advisors first reported a position in XEL in Q3 2020 and has held it in 7 quarters since. The position peaked at $1.35M in Q3 2020. 353 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

J.W. Cole Advisors held 14,018 shares of Xcel Energy worth $1.13M as of Q2 2026.
J.W. Cole Advisors sold 19 Xcel Energy shares in Q2 2026, an estimated $1.52K.
Xcel Energy made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #717 holding.
J.W. Cole Advisors first reported a position in Xcel Energy in Q3 2020 and has held it in 7 quarters since.
J.W. Cole Advisors's Xcel Energy position peaked at $1.35M in Q3 2020.
353 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.