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Navellier & Associates’s Xcel Energy XEL Stock Holding History

Navellier & Associates’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 		$2.8M Buy
34,919
+1,173
+3% +$93.6K 0.22% 101
2026
Q1 		$2.68M Sell
33,746
-1,570
-4% -$123K 0.28% 87
2025
Q4 		$2.61M Sell
35,316
-3,416
-9% -$269K 0.29% 88
2025
Q3 		$3.12M Buy
38,732
+514
+1% +$37.2K 0.32% 81
2025
Q2 		$2.6M Sell
38,218
-365
-0.9% -$25.3K 0.32% 84
2025
Q1 		$2.74M Buy
+38,583
New +$2.63M 0.38% 73

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

Navellier & Associates's XEL Position: Q2 2026 in Review

Navellier & Associates increased its Xcel Energy (XEL) stake by 3.5% in Q2 2026, buying an estimated $93.6K and bringing the position to 34,919 shares worth $2.8M. The position accounts for 0.22% of the portfolio, ranked #101.

Navellier & Associates first reported a position in XEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.12M in Q3 2025. 1,291 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Navellier & Associates held 34,919 shares of Xcel Energy worth $2.8M as of Q2 2026.
  • Navellier & Associates bought 1,173 Xcel Energy shares in Q2 2026, an estimated $93.6K.
  • Xcel Energy made up 0.22% of Navellier & Associates's portfolio in Q2 2026, its #101 holding.
  • Navellier & Associates first reported a position in Xcel Energy in Q1 2025 and has held it in 6 quarters since.
  • Navellier & Associates's Xcel Energy position peaked at $3.12M in Q3 2025.
  • 1,291 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Navellier & Associates's 13F filing for Q2 2026, filed 4 Aug 2026.