LVW Advisors’s Xcel Energy XEL Stock Holding History

LVW 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	$269K	Sell	3,352 -590	-15%	-$47.1K	0.02%	375
2026 Q1	$313K	Sell	3,942 -5,050	-56%	-$396K	0.03%	319
2025 Q4	$664K	Sell	8,992 -414	-4%	-$32.7K	0.07%	146
2025 Q3	$759K	Buy	9,406 +697	+8%	+$50.4K	0.08%	131
2025 Q2	$593K	Buy	8,709 +15	+0.2%	+$1.04K	0.06%	173
2025 Q1	$615K	Sell	8,694 -3,808	-30%	-$259K	0.07%	152
2024 Q4	$844K	Buy	12,502 +7,822	+167%	+$525K	0.1%	130
2024 Q3	$306K	Buy	+4,680	New	+$278K	0.04%	237
2024 Q1	–	Sell	-4,536	Closed	-$281K	–	297
2023 Q4	$281K	Buy	+4,536	New	+$272K	0.05%	213

Other funds holding XEL

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

LVW Advisors's XEL Position: Q2 2026 in Review

LVW Advisors reduced its Xcel Energy (XEL) stake by 15% in Q2 2026, selling an estimated $47.1K and leaving 3,352 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #375.

LVW Advisors first reported a position in XEL in Q4 2023 and has held it in 9 quarters since. The position peaked at $844K in Q4 2024. 507 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

LVW Advisors held 3,352 shares of Xcel Energy worth $269K as of Q2 2026.
LVW Advisors sold 590 Xcel Energy shares in Q2 2026, an estimated $47.1K.
Xcel Energy made up 0.02% of LVW Advisors's portfolio in Q2 2026, its #375 holding.
LVW Advisors first reported a position in Xcel Energy in Q4 2023 and has held it in 9 quarters since.
LVW Advisors's Xcel Energy position peaked at $844K in Q4 2024.
507 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.