Lido Advisors
XEL icon

Lido Advisors’s Xcel Energy XEL Stock Holding History

Lido 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 		$2.76M Buy
34,170
+2,854
+9% +$228K 0.01% 688
2026
Q1 		$2.5M Buy
31,316
+2,805
+10% +$220K 0.01% 650
2025
Q4 		$2.29M Buy
28,511
+611
+2% +$48.2K 0.01% 681
2025
Q3 		$2.27M Buy
27,900
+2,027
+8% +$147K 0.01% 654
2025
Q2 		$1.78M Sell
25,873
-555
-2% -$38.5K 0.01% 622
2025
Q1 		$1.89M Buy
26,428
+1,508
+6% +$103K 0.01% 550
2024
Q4 		$1.68M Buy
24,920
+1,230
+5% +$82.5K 0.01% 569
2024
Q3 		$1.55M Buy
23,690
+16,230
+218% +$963K 0.01% 545
2024
Q2 		$402K Sell
7,460
-12,499
-63% -$680K ﹤0.01% 1006
2024
Q1 		$1.08M Buy
19,959
+10,680
+115% +$610K 0.01% 621
2023
Q4 		$579K Sell
9,279
-626
-6% -$37.6K ﹤0.01% 805
2023
Q3 		$567K Buy
9,905
+1,903
+24% +$114K ﹤0.01% 716
2023
Q2 		$498K Sell
8,002
-1,370
-15% -$91.5K ﹤0.01% 745
2023
Q1 		$632K Buy
+9,372
New +$632K 0.01% 604

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

Lido Advisors's XEL Position: Q2 2026 in Review

Lido Advisors increased its Xcel Energy (XEL) stake by 9.1% in Q2 2026, buying an estimated $228K and bringing the position to 34,170 shares worth $2.76M. The position accounts for 0.01% of the portfolio, ranked #688.

Lido Advisors first reported a position in XEL in Q1 2023 and has held it in 14 quarters since. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Lido Advisors held 34,170 shares of Xcel Energy worth $2.76M as of Q2 2026.
  • Lido Advisors bought 2,854 Xcel Energy shares in Q2 2026, an estimated $228K.
  • Xcel Energy made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #688 holding.
  • Lido Advisors first reported a position in Xcel Energy in Q1 2023 and has held it in 14 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.