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New Age Alpha Advisors’s Xcel Energy XEL Stock Holding History

New Age Alpha 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 		$1.52M Sell
18,938
-696
-4% -$55.6K 0.06% 363
2026
Q1 		$1.56M Buy
+19,634
New +$1.54M 0.07% 344

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

New Age Alpha Advisors's XEL Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Xcel Energy (XEL) stake by 3.5% in Q2 2026, selling an estimated $55.6K and leaving 18,938 shares worth $1.52M. The position accounts for 0.06% of the portfolio, ranked #363.

New Age Alpha Advisors first reported a position in XEL in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.56M in Q1 2026. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • New Age Alpha Advisors held 18,938 shares of Xcel Energy worth $1.52M as of Q2 2026.
  • New Age Alpha Advisors sold 696 Xcel Energy shares in Q2 2026, an estimated $55.6K.
  • Xcel Energy made up 0.06% of New Age Alpha Advisors's portfolio in Q2 2026, its #363 holding.
  • New Age Alpha Advisors first reported a position in Xcel Energy in Q1 2026 and has held it in 2 quarters since.
  • New Age Alpha Advisors's Xcel Energy position peaked at $1.56M in Q1 2026.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.