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Safeguard Investment Advisory Group’s Xcel Energy XEL Stock Holding History

Safeguard Investment Advisory Group’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 		$516K Buy
6,425
+53
+0.8% +$4.23K 0.12% 85
2026
Q1 		$506K Buy
6,372
+79
+1% +$6.2K 0.14% 71
2025
Q4 		$465K Buy
6,293
+28
+0.4% +$2.21K 0.12% 74
2025
Q3 		$505K Hold
6,265
– – 0.13% 76
2025
Q2 		$427K Hold
6,265
– – 0.11% 84
2025
Q1 		$444K Buy
6,265
+15
+0.2% +$1.02K 0.12% 75
2024
Q4 		$422K Hold
6,250
– – 0.12% 66
2024
Q3 		$408K Sell
6,250
-7
-0.1% -$415 0.12% 65
2024
Q2 		$334K Buy
+6,257
New +$340K 0.1% 68
2021
Q1 		– Sell
-7
Closed – – 735
2020
Q4 		$0 Buy
+7
New +$488 ﹤0.01% 797

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

Safeguard Investment Advisory Group's XEL Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its Xcel Energy (XEL) stake by 0.83% in Q2 2026, buying an estimated $4.23K and bringing the position to 6,425 shares worth $516K. The position accounts for 0.12% of the portfolio, ranked #85.

Safeguard Investment Advisory Group first reported a position in XEL in Q4 2020 and has held it in 10 quarters since. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Safeguard Investment Advisory Group held 6,425 shares of Xcel Energy worth $516K as of Q2 2026.
  • Safeguard Investment Advisory Group bought 53 Xcel Energy shares in Q2 2026, an estimated $4.23K.
  • Xcel Energy made up 0.12% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #85 holding.
  • Safeguard Investment Advisory Group first reported a position in Xcel Energy in Q4 2020 and has held it in 10 quarters since.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.