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Mount Yale Investment Advisors’s Xcel Energy XEL Stock Holding History

Mount Yale Investment 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 		$4.24M Buy
52,445
+1,479
+3% +$118K 0.08% 248
2026
Q1 		$4.07M Buy
50,966
+17,961
+54% +$1.41M 0.09% 219
2025
Q4 		$2.46M Sell
33,005
-1,762
-5% -$139K 0.12% 169
2025
Q3 		$2.82M Buy
34,767
+28,645
+468% +$2.07M 0.2% 121
2025
Q2 		$417K Buy
6,122
+1,767
+41% +$123K 0.03% 381
2025
Q1 		$308K Sell
4,355
-321
-7% -$21.9K 0.03% 426
2024
Q4 		$316K Buy
4,676
+711
+18% +$47.7K 0.03% 429
2024
Q3 		$259K Hold
3,965
– – 0.02% 478
2024
Q2 		$212K Buy
+3,965
New +$216K 0.02% 511
2018
Q4 		– Sell
-300
Closed -$15K – 797
2018
Q3 		$15K Sell
300
-1,600
-84% -$75.5K ﹤0.01% 824
2018
Q2 		$87K Hold
1,900
– – 0.02% 508
2018
Q1 		$86K Buy
+1,900
New +$84.7K 0.02% 500

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's XEL Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Xcel Energy (XEL) stake by 2.9% in Q2 2026, buying an estimated $118K and bringing the position to 52,445 shares worth $4.24M. The position accounts for 0.08% of the portfolio, ranked #248.

Mount Yale Investment Advisors first reported a position in XEL in Q1 2018 and has held it in 12 quarters since. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Mount Yale Investment Advisors held 52,445 shares of Xcel Energy worth $4.24M as of Q2 2026.
  • Mount Yale Investment Advisors bought 1,479 Xcel Energy shares in Q2 2026, an estimated $118K.
  • Xcel Energy made up 0.08% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #248 holding.
  • Mount Yale Investment Advisors first reported a position in Xcel Energy in Q1 2018 and has held it in 12 quarters since.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.