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MB, Levis & Associates’s Xcel Energy XEL Stock Holding History

MB, Levis & Associates’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 		$20.1K Hold
250
– – 0.01% 146
2026
Q1 		$19.9K Hold
250
– – 0.01% 142
2025
Q4 		$18.5K Hold
250
– – 0.01% 144
2025
Q3 		$20.2K Hold
250
– – 0.01% 141
2025
Q2 		$17K Hold
250
– – 0.01% 171
2025
Q1 		$17.7K Hold
250
– – 0.01% 165
2024
Q4 		$16.9K Buy
+250
New +$16.8K 0.01% 165

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

MB, Levis & Associates's XEL Position: Q2 2026 in Review

MB, Levis & Associates held its Xcel Energy (XEL) position steady in Q2 2026 at 250 shares worth $20.1K. The position accounts for 0.01% of the portfolio, ranked #146.

MB, Levis & Associates first reported a position in XEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.2K in Q3 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • MB, Levis & Associates held 250 shares of Xcel Energy worth $20.1K as of Q2 2026.
  • MB, Levis & Associates left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.01% of MB, Levis & Associates's portfolio in Q2 2026, its #146 holding.
  • MB, Levis & Associates first reported a position in Xcel Energy in Q4 2024 and has held it in 7 quarters since.
  • MB, Levis & Associates's Xcel Energy position peaked at $20.2K in Q3 2025.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.