MA
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Mutual Advisors’s Xcel Energy XEL Stock Holding History

Mutual 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 		$218K Sell
2,717
-331
-11% -$26.4K ﹤0.01% 1299
2026
Q1 		$242K Sell
3,048
-4
-0.1% -$314 0.01% 1205
2025
Q4 		$225K Buy
3,052
+52
+2% +$4.1K ﹤0.01% 1211
2025
Q3 		$241K Sell
3,000
-114
-4% -$8.25K 0.01% 1148
2025
Q2 		$226K Buy
3,114
+172
+6% +$11.9K 0.01% 1088
2025
Q1 		$203K Buy
+2,942
New +$200K 0.01% 1028
2024
Q3 		– Sell
-3,955
Closed -$228K – 1166
2024
Q2 		$228K Sell
3,955
-1,188
-23% -$64.6K 0.01% 989
2024
Q1 		$276K Buy
5,143
+1,437
+39% +$82.1K 0.01% 895
2023
Q4 		$229K Sell
3,706
-1,022
-22% -$61.3K 0.01% 916
2023
Q3 		$271K Buy
4,728
+1,152
+32% +$69.2K 0.01% 814
2023
Q2 		$222K Sell
3,576
-5,067
-59% -$338K 0.01% 913
2023
Q1 		$583K Buy
8,643
+75
+0.9% +$5.06K 0.02% 577
2022
Q4 		$601K Buy
8,568
+31
+0.4% +$2.06K 0.03% 540
2022
Q3 		$546K Buy
8,537
+1,086
+15% +$79.1K 0.03% 536
2022
Q2 		$527K Sell
7,451
-199
-3% -$14.5K 0.03% 518
2022
Q1 		$552K Buy
7,650
+1
+0% +$69 0.03% 545
2021
Q4 		$518K Buy
7,649
+1
+0% +$65 0.03% 572
2021
Q3 		$478K Buy
7,648
+1
+0% +$68 0.03% 555
2021
Q2 		$504K Buy
7,647
+33
+0.4% +$2.3K 0.03% 517
2021
Q1 		$506K Buy
+7,614
New +$481K 0.03% 481

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

Mutual Advisors's XEL Position: Q2 2026 in Review

Mutual Advisors reduced its Xcel Energy (XEL) stake by 11% in Q2 2026, selling an estimated $26.4K and leaving 2,717 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

Mutual Advisors first reported a position in XEL in Q1 2021 and has held it in 20 quarters since. The position peaked at $601K in Q4 2022. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Mutual Advisors held 2,717 shares of Xcel Energy worth $218K as of Q2 2026.
  • Mutual Advisors sold 331 Xcel Energy shares in Q2 2026, an estimated $26.4K.
  • Xcel Energy made up ﹤0.01% of Mutual Advisors's portfolio in Q2 2026, its #1299 holding.
  • Mutual Advisors first reported a position in Xcel Energy in Q1 2021 and has held it in 20 quarters since.
  • Mutual Advisors's Xcel Energy position peaked at $601K in Q4 2022.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

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