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Occidental Asset Management’s Xcel Energy XEL Stock Holding History

Occidental Asset Management’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 		$265K Buy
3,306
+9
+0.3% +$718 0.03% 256
2026
Q1 		$262K Buy
3,297
+17
+0.5% +$1.33K 0.03% 232
2025
Q4 		$242K Buy
3,280
+38
+1% +$3K 0.03% 242
2025
Q3 		$261K Buy
3,242
+7
+0.2% +$506 0.03% 225
2025
Q2 		$220K Buy
3,235
+5
+0.2% +$347 0.03% 240
2025
Q1 		$229K Buy
3,230
+13
+0.4% +$885 0.03% 223
2024
Q4 		$217K Buy
+3,217
New +$216K 0.03% 196

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

Occidental Asset Management's XEL Position: Q2 2026 in Review

Occidental Asset Management increased its Xcel Energy (XEL) stake by 0.27% in Q2 2026, buying an estimated $718 and bringing the position to 3,306 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #256.

Occidental Asset Management first reported a position in XEL in Q4 2024 and has held it in 7 quarters since. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Occidental Asset Management held 3,306 shares of Xcel Energy worth $265K as of Q2 2026.
  • Occidental Asset Management bought 9 Xcel Energy shares in Q2 2026, an estimated $718.
  • Xcel Energy made up 0.03% of Occidental Asset Management's portfolio in Q2 2026, its #256 holding.
  • Occidental Asset Management first reported a position in Xcel Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.