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OneAscent Financial Services’s Xcel Energy XEL Stock Holding History

OneAscent Financial Services’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 		$794K Sell
9,893
-57
-0.6% -$4.55K 0.04% 277
2026
Q1 		$790K Buy
9,950
+2,121
+27% +$166K 0.04% 262
2025
Q4 		$578K Buy
+7,829
New +$617K 0.05% 230
2025
Q3 		– Sell
-3,873
Closed -$266K – 570
2025
Q2 		$266K Buy
3,873
+44
+1% +$3.05K 0.02% 441
2025
Q1 		$272K Buy
3,829
+18
+0.5% +$1.23K 0.02% 419
2024
Q4 		$257K Buy
+3,811
New +$256K 0.02% 391

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 $3.38T AUM 44.17% 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

OneAscent Financial Services's XEL Position: Q2 2026 in Review

OneAscent Financial Services reduced its Xcel Energy (XEL) stake by 0.57% in Q2 2026, selling an estimated $4.55K and leaving 9,893 shares worth $794K. The position accounts for 0.04% of the portfolio, ranked #277.

OneAscent Financial Services first reported a position in XEL in Q4 2024 and has held it in 6 quarters since. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • OneAscent Financial Services held 9,893 shares of Xcel Energy worth $794K as of Q2 2026.
  • OneAscent Financial Services sold 57 Xcel Energy shares in Q2 2026, an estimated $4.55K.
  • Xcel Energy made up 0.04% of OneAscent Financial Services's portfolio in Q2 2026, its #277 holding.
  • OneAscent Financial Services first reported a position in Xcel Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.