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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
Q2 		– Sell
-2,102
Closed -$167K – 596
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 $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

Opal Wealth Advisors's XEL Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Xcel Energy (XEL) in Q2 2026, closing a stake of 2,102 shares — an estimated $167K sold.

Opal Wealth Advisors first reported a position in XEL in Q1 2024 and held it in 4 quarters. The position peaked at $167K in Q1 2026. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Xcel Energy position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 2,102 Xcel Energy shares in Q2 2026, an estimated $167K.
  • Opal Wealth Advisors first reported a position in Xcel Energy in Q1 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's Xcel Energy position peaked at $167K in Q1 2026.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.