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SilverOak Wealth Management’s Xcel Energy XEL Stock Holding History

SilverOak Wealth Management’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 		$218K Hold
2,721
– – 0.03% 120
2026
Q1 		$216K Hold
2,721
– – 0.03% 115
2025
Q4 		$201K Buy
+2,721
New +$215K 0.03% 116

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

SilverOak Wealth Management's XEL Position: Q2 2026 in Review

SilverOak Wealth Management held its Xcel Energy (XEL) position steady in Q2 2026 at 2,721 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #120.

SilverOak Wealth Management first reported a position in XEL in Q4 2025 and has held it in 3 quarters since. 1,285 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • SilverOak Wealth Management held 2,721 shares of Xcel Energy worth $218K as of Q2 2026.
  • SilverOak Wealth Management left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.03% of SilverOak Wealth Management's portfolio in Q2 2026, its #120 holding.
  • SilverOak Wealth Management first reported a position in Xcel Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.