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Laraway Financial Advisors’s Xcel Energy XEL Stock Holding History

Laraway Financial 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 		$631K Hold
7,855
– – 0.38% 63
2026
Q1 		$624K Hold
7,855
– – 0.44% 57
2025
Q4 		$580K Hold
7,855
– – 0.38% 62
2025
Q3 		$633K Buy
7,855
+10
+0.1% +$723 0.43% 54
2025
Q2 		$534K Buy
7,845
+9
+0.1% +$624 0.41% 60
2025
Q1 		$555K Buy
7,836
+9
+0.1% +$613 0.44% 60
2024
Q4 		$528K Buy
7,827
+10
+0.1% +$671 0.41% 64
2024
Q3 		$510K Buy
7,817
+11
+0.1% +$652 0.41% 66
2024
Q2 		$417K Buy
7,806
+11
+0.1% +$598 0.36% 70
2024
Q1 		$419K Buy
7,795
+9
+0.1% +$514 0.37% 73
2023
Q4 		$482K Buy
7,786
+10
+0.1% +$600 0.46% 69
2023
Q3 		$445K Sell
7,776
-1,409
-15% -$84.7K 0.46% 65
2023
Q2 		$571K Buy
9,185
+7
+0.1% +$467 0.56% 56
2023
Q1 		$619K Buy
9,178
+8
+0.1% +$540 0.63% 52
2022
Q4 		$643K Sell
9,170
-140
-2% -$9.31K 0.67% 47
2022
Q3 		$596K Buy
9,310
+20
+0.2% +$1.46K 0.67% 43
2022
Q2 		$658K Buy
9,290
+10
+0.1% +$728 0.7% 42
2022
Q1 		$670K Buy
9,280
+10
+0.1% +$687 0.61% 50
2021
Q4 		$628K Buy
+9,270
New +$604K 0.56% 62

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

Laraway Financial Advisors's XEL Position: Q2 2026 in Review

Laraway Financial Advisors held its Xcel Energy (XEL) position steady in Q2 2026 at 7,855 shares worth $631K. The position accounts for 0.38% of the portfolio, ranked #63.

Laraway Financial Advisors first reported a position in XEL in Q4 2021 and has held it in 19 quarters since. The position peaked at $670K in Q1 2022. 1,291 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Laraway Financial Advisors held 7,855 shares of Xcel Energy worth $631K as of Q2 2026.
  • Laraway Financial Advisors left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.38% of Laraway Financial Advisors's portfolio in Q2 2026, its #63 holding.
  • Laraway Financial Advisors first reported a position in Xcel Energy in Q4 2021 and has held it in 19 quarters since.
  • Laraway Financial Advisors's Xcel Energy position peaked at $670K in Q1 2022.
  • 1,291 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Laraway Financial Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.