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Scarborough Advisors’s Xcel Energy XEL Stock Holding History

Scarborough 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 		– Sell
-200
Closed -$15.9K – 709
2026
Q1 		$15.9K Hold
200
– – ﹤0.01% 377
2025
Q4 		$14.8K Sell
200
-85
-30% -$6.7K ﹤0.01% 232
2025
Q3 		$23K Hold
285
– – ﹤0.01% 188
2025
Q2 		$19.4K Buy
+285
New +$19.8K ﹤0.01% 203
2024
Q3 		– Sell
-2,018
Closed -$108K – 456
2024
Q2 		$108K Hold
2,018
– – 0.04% 69
2024
Q1 		$108K Hold
2,018
– – 0.05% 66
2023
Q4 		$125K Buy
+2,018
New +$121K 0.03% 97

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

Scarborough Advisors's XEL Position: Q2 2026 in Review

Scarborough Advisors sold out of Xcel Energy (XEL) in Q2 2026, closing a stake of 200 shares — an estimated $15.9K sold.

Scarborough Advisors first reported a position in XEL in Q4 2023 and held it in 7 quarters. The position peaked at $125K in Q4 2023. 1,282 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Scarborough Advisors reported no remaining Xcel Energy position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 200 Xcel Energy shares in Q2 2026, an estimated $15.9K.
  • Scarborough Advisors first reported a position in Xcel Energy in Q4 2023 and held it in 7 quarters.
  • Scarborough Advisors's Xcel Energy position peaked at $125K in Q4 2023.
  • 1,282 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.