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Medallion Wealth Advisors’s Xcel Energy XEL Stock Holding History

Medallion Wealth 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 		$14.9K Buy
186
+2
+1% +$160 ﹤0.01% 675
2026
Q1 		$14.6K Hold
184
– – ﹤0.01% 710
2025
Q4 		$13.6K Hold
184
– – ﹤0.01% 706
2025
Q3 		$14.8K Hold
184
– – 0.01% 686
2025
Q2 		$12.6K Hold
184
– – ﹤0.01% 703
2025
Q1 		$13K Hold
184
– – 0.01% 647
2024
Q4 		$12.4K Buy
+184
New +$12.3K 0.01% 634

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

Medallion Wealth Advisors's XEL Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Xcel Energy (XEL) stake by 1.1% in Q2 2026, buying an estimated $160 and bringing the position to 186 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Medallion Wealth Advisors first reported a position in XEL in Q4 2024 and has held it in 7 quarters since. 1,292 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Medallion Wealth Advisors held 186 shares of Xcel Energy worth $14.9K as of Q2 2026.
  • Medallion Wealth Advisors bought 2 Xcel Energy shares in Q2 2026, an estimated $160.
  • Xcel Energy made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #675 holding.
  • Medallion Wealth Advisors first reported a position in Xcel Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

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