OWA
XEL icon

Opal Wealth Advisors’s Xcel Energy XEL Stock Holding History

Opal Wealth Advisors’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
Q1 		$167K Buy
+2,102
New +$165K 0.04% 229
2025
Q3 		– Sell
-2,081
Closed -$142K – 563
2025
Q2 		$142K Buy
+2,081
New +$144K 0.04% 230
2024
Q3 		– Sell
-173
Closed -$9.24K – 1187
2024
Q2 		$9.24K Buy
173
+84
+94% +$4.57K ﹤0.01% 673
2024
Q1 		$4.78K Buy
+89
New +$5.08K ﹤0.01% 268

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Opal Wealth Advisors's XEL Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Xcel Energy (XEL) in Q1 2026: 2,102 shares worth $167K. The stake represents 0.04% of the portfolio and ranks #229 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in XEL as recently as Q2 2025.

Opal Wealth Advisors first reported a position in XEL in Q1 2024 and has held it in 4 quarters since. 1,263 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Opal Wealth Advisors held 2,102 shares of Xcel Energy worth $167K as of Q1 2026.
  • Xcel Energy was a new Opal Wealth Advisors position in Q1 2026.
  • Xcel Energy made up 0.04% of Opal Wealth Advisors's portfolio in Q1 2026, its #229 holding.
  • Opal Wealth Advisors first reported a position in Xcel Energy in Q1 2024 and has held it in 4 quarters since.
  • 1,263 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.