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Rakuten Securities’s Xcel Energy XEL Stock Holding History

Rakuten Securities’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
-40
Closed -$3.18K – 996
2026
Q1 		$3.18K Buy
+40
New +$3.14K ﹤0.01% 558
2025
Q4 		– Sell
-426
Closed -$34.4K – 982
2025
Q3 		$34.4K Buy
+426
New +$30.8K 0.01% 273
2025
Q1 		– Sell
-6
Closed -$405 – 876
2024
Q4 		$405 Sell
6
-6
-50% -$402 ﹤0.01% 677
2024
Q3 		$784 Sell
12
-3
-20% -$178 ﹤0.01% 603
2024
Q2 		$801 Buy
+15
New +$816 ﹤0.01% 573

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

Rakuten Securities's XEL Position: Q2 2026 in Review

Rakuten Securities sold out of Xcel Energy (XEL) in Q2 2026, closing a stake of 40 shares — an estimated $3.18K sold.

Rakuten Securities first reported a position in XEL in Q2 2024 and held it in 5 quarters. The position peaked at $34.4K in Q3 2025. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Rakuten Securities reported no remaining Xcel Energy position as of Q2 2026 after selling out during the quarter.
  • Rakuten Securities sold 40 Xcel Energy shares in Q2 2026, an estimated $3.18K.
  • Rakuten Securities first reported a position in Xcel Energy in Q2 2024 and held it in 5 quarters.
  • Rakuten Securities's Xcel Energy position peaked at $34.4K in Q3 2025.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Rakuten Securities's 13F filing for Q2 2026, filed 12 Aug 2026.