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Lifeworks Advisors’s Xcel Energy XEL Stock Holding History

Lifeworks 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 		$716K Sell
8,921
-794
-8% -$63.4K 0.08% 166
2026
Q1 		$772K Buy
9,715
+5,082
+110% +$399K 0.1% 149
2025
Q4 		$342K Buy
4,633
+473
+11% +$37.3K 0.04% 252
2025
Q3 		$336K Buy
+4,160
New +$301K 0.04% 247
2023
Q2 		– Sell
-4,510
Closed -$304K – 163
2023
Q1 		$304K Sell
4,510
-150
-3% -$10.1K 0.14% 119
2022
Q4 		$327K Sell
4,660
-400
-8% -$26.6K 0.18% 96
2022
Q3 		$329K Sell
5,060
-752
-13% -$54.7K 0.19% 98
2022
Q2 		$411K Buy
5,812
+2,275
+64% +$166K 0.26% 93
2022
Q1 		$255K Buy
3,537
+300
+9% +$20.6K 0.17% 113
2021
Q4 		$219K Buy
+3,237
New +$211K 0.17% 106

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

Lifeworks Advisors's XEL Position: Q2 2026 in Review

Lifeworks Advisors reduced its Xcel Energy (XEL) stake by 8.2% in Q2 2026, selling an estimated $63.4K and leaving 8,921 shares worth $716K. The position accounts for 0.08% of the portfolio, ranked #166.

Lifeworks Advisors first reported a position in XEL in Q4 2021 and has held it in 10 quarters since. The position peaked at $772K in Q1 2026. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Lifeworks Advisors held 8,921 shares of Xcel Energy worth $716K as of Q2 2026.
  • Lifeworks Advisors sold 794 Xcel Energy shares in Q2 2026, an estimated $63.4K.
  • Xcel Energy made up 0.08% of Lifeworks Advisors's portfolio in Q2 2026, its #166 holding.
  • Lifeworks Advisors first reported a position in Xcel Energy in Q4 2021 and has held it in 10 quarters since.
  • Lifeworks Advisors's Xcel Energy position peaked at $772K in Q1 2026.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.