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Shah Wealth Advisors’s Xcel Energy XEL Stock Holding History

Shah Wealth 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 		$466K Buy
+5,804
New +$463K 0.11% 56

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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Shah Wealth Advisors's XEL Position: Q2 2026 in Review

Shah Wealth Advisors opened a new position in Xcel Energy (XEL) in Q2 2026: 5,804 shares worth $466K. The stake represents 0.11% of the portfolio and ranks #56 among its holdings.

1,233 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Shah Wealth Advisors held 5,804 shares of Xcel Energy worth $466K as of Q2 2026.
  • Xcel Energy was a new Shah Wealth Advisors position in Q2 2026.
  • Xcel Energy made up 0.11% of Shah Wealth Advisors's portfolio in Q2 2026, its #56 holding.
  • 1,233 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Shah Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.