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Olistico Wealth’s Xcel Energy XEL Stock Holding History

Olistico 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 		$5.7K Hold
71
– – ﹤0.01% 281
2026
Q1 		$5.64K Sell
71
-190
-73% -$14.9K ﹤0.01% 285
2025
Q4 		$19.3K Buy
+261
New +$20.6K 0.01% 219
2025
Q3 		– Sell
-71
Closed -$4.83K – 351
2025
Q2 		$4.83K Hold
71
– – ﹤0.01% 294
2025
Q1 		$5.03K Buy
+71
New +$4.83K ﹤0.01% 274

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

Olistico Wealth's XEL Position: Q2 2026 in Review

Olistico Wealth held its Xcel Energy (XEL) position steady in Q2 2026 at 71 shares worth $5.7K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Olistico Wealth first reported a position in XEL in Q1 2025 and has held it in 5 quarters since. The position peaked at $19.3K in Q4 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Olistico Wealth held 71 shares of Xcel Energy worth $5.7K as of Q2 2026.
  • Olistico Wealth left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up ﹤0.01% of Olistico Wealth's portfolio in Q2 2026, its #281 holding.
  • Olistico Wealth first reported a position in Xcel Energy in Q1 2025 and has held it in 5 quarters since.
  • Olistico Wealth's Xcel Energy position peaked at $19.3K in Q4 2025.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.