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Savvy Advisors Inc’s Xcel Energy XEL Stock Holding History

Savvy Advisors Inc’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 		$2.13M Buy
26,580
+2,551
+11% +$204K 0.05% 323
2026
Q1 		$1.91M Sell
24,029
-29
-0.1% -$2.27K 0.05% 278
2025
Q4 		$1.78M Buy
24,058
+10,361
+76% +$817K 0.06% 249
2025
Q3 		$1.1M Buy
13,697
+715
+6% +$51.7K 0.05% 250
2025
Q2 		$884K Buy
+12,982
New +$900K 0.06% 234

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

Savvy Advisors Inc's XEL Position: Q2 2026 in Review

Savvy Advisors Inc increased its Xcel Energy (XEL) stake by 11% in Q2 2026, buying an estimated $204K and bringing the position to 26,580 shares worth $2.13M. The position accounts for 0.05% of the portfolio, ranked #323.

Savvy Advisors Inc first reported a position in XEL in Q2 2025 and has held it in 5 quarters since. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Savvy Advisors Inc held 26,580 shares of Xcel Energy worth $2.13M as of Q2 2026.
  • Savvy Advisors Inc bought 2,551 Xcel Energy shares in Q2 2026, an estimated $204K.
  • Xcel Energy made up 0.05% of Savvy Advisors Inc's portfolio in Q2 2026, its #323 holding.
  • Savvy Advisors Inc first reported a position in Xcel Energy in Q2 2025 and has held it in 5 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.