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Mascoma Wealth Management’s Xcel Energy XEL Stock Holding History

Mascoma Wealth Management’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 		$6.5K Hold
81
– – ﹤0.01% 355
2026
Q1 		$6.43K Buy
81
+6
+8% +$471 ﹤0.01% 354
2025
Q4 		$5.54K Hold
75
– – ﹤0.01% 359
2025
Q3 		$6.05K Hold
75
– – ﹤0.01% 361
2025
Q2 		$5.11K Hold
75
– – ﹤0.01% 379
2025
Q1 		$5.31K Hold
75
– – ﹤0.01% 395
2024
Q4 		$5.06K Hold
75
– – ﹤0.01% 403
2024
Q3 		$4.9K Sell
75
-58
-44% -$3.44K ﹤0.01% 388
2024
Q2 		$7.1K Buy
+133
New +$7.24K ﹤0.01% 372

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

Mascoma Wealth Management's XEL Position: Q2 2026 in Review

Mascoma Wealth Management held its Xcel Energy (XEL) position steady in Q2 2026 at 81 shares worth $6.5K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Mascoma Wealth Management first reported a position in XEL in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.1K in Q2 2024. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Mascoma Wealth Management held 81 shares of Xcel Energy worth $6.5K as of Q2 2026.
  • Mascoma Wealth Management left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #355 holding.
  • Mascoma Wealth Management first reported a position in Xcel Energy in Q2 2024 and has held it in 9 quarters since.
  • Mascoma Wealth Management's Xcel Energy position peaked at $7.1K in Q2 2024.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.