N.E.W. Advisory Services’s Xcel Energy XEL Stock Holding History

N.E.W. Advisory Services’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	$189K	Buy	2,356 +7	+0.3%	+$559	0.01%	225
2026 Q1	$187K	Hold	2,349	–	–	0.01%	219
2025 Q4	$173K	Buy	2,349 +51	+2%	+$4.02K	0.01%	217
2025 Q3	$185K	Sell	2,298 -500	-18%	-$36.2K	0.02%	191
2025 Q2	$191K	Hold	2,798	–	–	0.02%	190
2025 Q1	$198K	Buy	+2,798	New	+$190K	0.02%	204
2023 Q2	–	Sell	-4,116	Closed	-$278K	–	140
2023 Q1	$278K	Hold	4,116	–	–	0.04%	109
2022 Q4	$289K	Hold	4,116	–	–	0.05%	106
2022 Q3	$263K	Hold	4,116	–	–	0.05%	107
2022 Q2	$291K	Buy	+4,116	New	+$299K	0.05%	101
2022 Q1	–	Sell	-4,016	Closed	-$272K	–	161
2021 Q4	$272K	Hold	4,016	–	–	0.04%	120
2021 Q3	$251K	Buy	+4,016	New	+$271K	0.04%	117

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

N.E.W. Advisory Services's XEL Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Xcel Energy (XEL) stake by 0.3% in Q2 2026, buying an estimated $559 and bringing the position to 2,356 shares worth $189K. The position accounts for 0.01% of the portfolio, ranked #225.

N.E.W. Advisory Services first reported a position in XEL in Q3 2021 and has held it in 12 quarters since. The position peaked at $291K in Q2 2022. 844 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

N.E.W. Advisory Services held 2,356 shares of Xcel Energy worth $189K as of Q2 2026.
N.E.W. Advisory Services bought 7 Xcel Energy shares in Q2 2026, an estimated $559.
Xcel Energy made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #225 holding.
N.E.W. Advisory Services first reported a position in Xcel Energy in Q3 2021 and has held it in 12 quarters since.
N.E.W. Advisory Services's Xcel Energy position peaked at $291K in Q2 2022.
844 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.