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JFS Wealth Advisors’s Xcel Energy XEL Stock Holding History

JFS 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 		$30.8K Buy
382
+60
+19% +$4.79K ﹤0.01% 647
2026
Q1 		$25.7K Sell
322
-106
-25% -$8.31K ﹤0.01% 676
2025
Q4 		$31.6K Buy
428
+55
+15% +$4.34K ﹤0.01% 628
2025
Q3 		$30.1K Buy
373
+110
+42% +$7.96K ﹤0.01% 611
2025
Q2 		$17.9K Hold
263
– – ﹤0.01% 679
2025
Q1 		$18.6K Buy
263
+6
+2% +$408 ﹤0.01% 679
2024
Q4 		$17.4K Hold
257
– – ﹤0.01% 680
2024
Q3 		$16.8K Buy
257
+24
+10% +$1.42K ﹤0.01% 679
2024
Q2 		$12.4K Sell
233
-5
-2% -$272 ﹤0.01% 726
2024
Q1 		$12.8K Sell
238
-44
-16% -$2.51K ﹤0.01% 739
2023
Q4 		$17.5K Buy
282
+96
+52% +$5.76K ﹤0.01% 618
2023
Q3 		$10.6K Sell
186
-75
-29% -$4.51K ﹤0.01% 706
2023
Q2 		$16.2K Sell
261
-28
-10% -$1.87K ﹤0.01% 587
2023
Q1 		$19.5K Buy
289
+14
+5% +$945 ﹤0.01% 544
2022
Q4 		$19.3K Sell
275
-105
-28% -$6.99K ﹤0.01% 544
2022
Q3 		$24K Sell
380
-35
-8% -$2.55K ﹤0.01% 536
2022
Q2 		$29K Buy
415
+73
+21% +$5.31K ﹤0.01% 515
2022
Q1 		$25K Buy
342
+246
+256% +$16.9K ﹤0.01% 555
2021
Q4 		$6K Buy
+96
New +$6.26K ﹤0.01% 775
2014
Q4 		– Sell
-155
Closed -$5K – 541
2014
Q3 		$5K Hold
155
– – ﹤0.01% 386
2014
Q2 		$5K Buy
+155
New +$4.8K ﹤0.01% 375

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

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

JFS Wealth Advisors increased its Xcel Energy (XEL) stake by 19% in Q2 2026, buying an estimated $4.79K and bringing the position to 382 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

JFS Wealth Advisors first reported a position in XEL in Q2 2014 and has held it in 21 quarters since. The position peaked at $31.6K in Q4 2025. 1,285 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • JFS Wealth Advisors held 382 shares of Xcel Energy worth $30.8K as of Q2 2026.
  • JFS Wealth Advisors bought 60 Xcel Energy shares in Q2 2026, an estimated $4.79K.
  • Xcel Energy made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #647 holding.
  • JFS Wealth Advisors first reported a position in Xcel Energy in Q2 2014 and has held it in 21 quarters since.
  • JFS Wealth Advisors's Xcel Energy position peaked at $31.6K in Q4 2025.
  • 1,285 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.