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XEL icon

Nautilus Advisors’s Xcel Energy XEL Stock Holding History

Nautilus 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 		$372K Buy
4,645
+33
+0.7% +$2.63K 0.22% 118
2026
Q1 		$366K Buy
4,612
+35
+0.8% +$2.75K 0.25% 105
2025
Q4 		$338K Sell
4,577
-569
-11% -$44.9K 0.22% 119
2025
Q3 		$415K Hold
5,146
– – 0.28% 104
2025
Q2 		$350K Hold
5,146
– – 0.26% 110
2025
Q1 		$364K Hold
5,146
– – 0.3% 94
2024
Q4 		$347K Buy
+5,146
New +$345K 0.28% 101

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

Nautilus Advisors's XEL Position: Q2 2026 in Review

Nautilus Advisors increased its Xcel Energy (XEL) stake by 0.72% in Q2 2026, buying an estimated $2.63K and bringing the position to 4,645 shares worth $372K. The position accounts for 0.22% of the portfolio, ranked #118.

Nautilus Advisors first reported a position in XEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $415K in Q3 2025. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Nautilus Advisors held 4,645 shares of Xcel Energy worth $372K as of Q2 2026.
  • Nautilus Advisors bought 33 Xcel Energy shares in Q2 2026, an estimated $2.63K.
  • Xcel Energy made up 0.22% of Nautilus Advisors's portfolio in Q2 2026, its #118 holding.
  • Nautilus Advisors first reported a position in Xcel Energy in Q4 2024 and has held it in 7 quarters since.
  • Nautilus Advisors's Xcel Energy position peaked at $415K in Q3 2025.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Nautilus Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.