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Private Wealth Asset Management’s Xcel Energy XEL Stock Holding History

Private Wealth Asset Management’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 		$21.8K Hold
271
– – ﹤0.01% 552
2026
Q1 		$21.5K Sell
271
-5
-2% -$392 ﹤0.01% 548
2025
Q4 		$20.4K Hold
276
– – ﹤0.01% 550
2025
Q3 		$22.3K Hold
276
– – ﹤0.01% 510
2025
Q2 		$18.8K Sell
276
-115
-29% -$7.97K ﹤0.01% 549
2025
Q1 		$27.7K Buy
+391
New +$26.6K ﹤0.01% 457

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

Private Wealth Asset Management's XEL Position: Q2 2026 in Review

Private Wealth Asset Management held its Xcel Energy (XEL) position steady in Q2 2026 at 271 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Private Wealth Asset Management first reported a position in XEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $27.7K in Q1 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Private Wealth Asset Management held 271 shares of Xcel Energy worth $21.8K as of Q2 2026.
  • Private Wealth Asset Management left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #552 holding.
  • Private Wealth Asset Management first reported a position in Xcel Energy in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's Xcel Energy position peaked at $27.7K in Q1 2025.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.