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Perennial Investment Advisors’s Xcel Energy XEL Stock Holding History

Perennial Investment 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 		$218K Sell
2,719
-372
-12% -$29.7K 0.01% 527
2026
Q1 		$246K Sell
3,091
-145
-4% -$11.4K 0.02% 440
2025
Q4 		$239K Buy
3,236
+550
+20% +$43.4K 0.02% 433
2025
Q3 		$217K Buy
+2,686
New +$194K 0.02% 452

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

Perennial Investment Advisors's XEL Position: Q2 2026 in Review

Perennial Investment Advisors reduced its Xcel Energy (XEL) stake by 12% in Q2 2026, selling an estimated $29.7K and leaving 2,719 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #527.

Perennial Investment Advisors first reported a position in XEL in Q3 2025 and has held it in 4 quarters since. The position peaked at $246K in Q1 2026. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Perennial Investment Advisors held 2,719 shares of Xcel Energy worth $218K as of Q2 2026.
  • Perennial Investment Advisors sold 372 Xcel Energy shares in Q2 2026, an estimated $29.7K.
  • Xcel Energy made up 0.01% of Perennial Investment Advisors's portfolio in Q2 2026, its #527 holding.
  • Perennial Investment Advisors first reported a position in Xcel Energy in Q3 2025 and has held it in 4 quarters since.
  • Perennial Investment Advisors's Xcel Energy position peaked at $246K in Q1 2026.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.