OpenArc Corporate Advisory’s Xcel Energy XEL Stock Holding History

OpenArc Corporate Advisory’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	$2.96M	Sell	36,836 -2,122	-5%	-$169K	0.04%	214
2026 Q1	$3.09M	Sell	38,958 -3,093	-7%	-$243K	0.04%	190
2025 Q4	$3.11M	Buy	+42,051	New	+$3.32M	0.05%	178

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

OpenArc Corporate Advisory's XEL Position: Q2 2026 in Review

OpenArc Corporate Advisory reduced its Xcel Energy (XEL) stake by 5.4% in Q2 2026, selling an estimated $169K and leaving 36,836 shares worth $2.96M. The position accounts for 0.04% of the portfolio, ranked #214.

OpenArc Corporate Advisory first reported a position in XEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.11M in Q4 2025. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

OpenArc Corporate Advisory held 36,836 shares of Xcel Energy worth $2.96M as of Q2 2026.
OpenArc Corporate Advisory sold 2,122 Xcel Energy shares in Q2 2026, an estimated $169K.
Xcel Energy made up 0.04% of OpenArc Corporate Advisory's portfolio in Q2 2026, its #214 holding.
OpenArc Corporate Advisory first reported a position in Xcel Energy in Q4 2025 and has held it in 3 quarters since.
OpenArc Corporate Advisory's Xcel Energy position peaked at $3.11M in Q4 2025.
1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.