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Prevail Innovative Wealth Advisors’s Xcel Energy XEL Stock Holding History

Prevail Innovative 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 		$3.25M Buy
40,527
+12,559
+45% +$1M 0.48% 82
2026
Q1 		$2.22M Buy
+27,968
New +$2.19M 0.37% 91

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

Prevail Innovative Wealth Advisors's XEL Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its Xcel Energy (XEL) stake by 45% in Q2 2026, buying an estimated $1M and bringing the position to 40,527 shares worth $3.25M. The position accounts for 0.48% of the portfolio, ranked #82.

Prevail Innovative Wealth Advisors first reported a position in XEL in Q1 2026 and has held it in 2 quarters since. 1,288 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 40,527 shares of Xcel Energy worth $3.25M as of Q2 2026.
  • Prevail Innovative Wealth Advisors bought 12,559 Xcel Energy shares in Q2 2026, an estimated $1M.
  • Xcel Energy made up 0.48% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #82 holding.
  • Prevail Innovative Wealth Advisors first reported a position in Xcel Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,288 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

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