NewEdge Wealth’s Xcel Energy XEL Stock Holding History

NewEdge Wealth’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	$837K	Sell	10,418 -79	-0.8%	-$6.31K	0.01%	707
2026 Q1	$834K	Sell	10,497 -4,054	-28%	-$318K	0.01%	670
2025 Q4	$1.07M	Buy	14,551 +4,010	+38%	+$316K	0.01%	609
2025 Q3	$856K	Buy	10,541 +6,958	+194%	+$503K	0.01%	600
2025 Q2	$262K	Sell	3,583 -273	-7%	-$18.9K	﹤0.01%	868
2025 Q1	$273K	Buy	3,856 +62	+2%	+$4.22K	﹤0.01%	792
2024 Q4	$256K	Buy	3,794 +133	+4%	+$8.92K	﹤0.01%	805
2024 Q3	$239K	Buy	+3,661	New	+$217K	﹤0.01%	787

Other funds holding XEL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

NewEdge Wealth's XEL Position: Q2 2026 in Review

NewEdge Wealth reduced its Xcel Energy (XEL) stake by 0.75% in Q2 2026, selling an estimated $6.31K and leaving 10,418 shares worth $837K. The position accounts for 0.01% of the portfolio, ranked #707.

NewEdge Wealth first reported a position in XEL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.07M in Q4 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

NewEdge Wealth held 10,418 shares of Xcel Energy worth $837K as of Q2 2026.
NewEdge Wealth sold 79 Xcel Energy shares in Q2 2026, an estimated $6.31K.
Xcel Energy made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #707 holding.
NewEdge Wealth first reported a position in Xcel Energy in Q3 2024 and has held it in 8 quarters since.
NewEdge Wealth's Xcel Energy position peaked at $1.07M in Q4 2025.
1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.