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Nvest Wealth Strategies’s Xcel Energy XEL Stock Holding History

Nvest Wealth Strategies’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 		$803 Buy
10
+7
+233% +$559 ﹤0.01% 237
2026
Q1 		$239 Buy
+3
New +$235 ﹤0.01% 377

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
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 Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Nvest Wealth Strategies's XEL Position: Q2 2026 in Review

Nvest Wealth Strategies increased its Xcel Energy (XEL) stake by 233% in Q2 2026, buying an estimated $559 and bringing the position to 10 shares worth $803. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Nvest Wealth Strategies first reported a position in XEL in Q1 2026 and has held it in 2 quarters since. 745 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Nvest Wealth Strategies held 10 shares of Xcel Energy worth $803 as of Q2 2026.
  • Nvest Wealth Strategies bought 7 Xcel Energy shares in Q2 2026, an estimated $559.
  • Xcel Energy made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #237 holding.
  • Nvest Wealth Strategies first reported a position in Xcel Energy in Q1 2026 and has held it in 2 quarters since.
  • 745 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.