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Smartleaf Asset Management’s Xcel Energy XEL Stock Holding History

Smartleaf Asset 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 		$921K Hold
11,236
– – 0.03% 435
2026
Q1 		$890K Buy
11,236
+683
+6% +$53.6K 0.03% 424
2025
Q4 		$783K Buy
10,553
+698
+7% +$55K 0.03% 424
2025
Q3 		$789K Buy
9,855
+3,608
+58% +$261K 0.05% 368
2025
Q2 		$423K Sell
6,247
-736
-11% -$51K 0.04% 405
2025
Q1 		$487K Sell
6,983
-906
-11% -$61.7K 0.05% 373
2024
Q4 		$533K Buy
7,889
+633
+9% +$42.5K 0.05% 317
2024
Q3 		$469K Buy
7,256
+1,092
+18% +$64.8K 0.06% 311
2024
Q2 		$332K Buy
6,164
+56
+0.9% +$3.05K 0.05% 301
2024
Q1 		$326K Buy
6,108
+52
+0.9% +$2.97K 0.06% 268
2023
Q4 		$375K Buy
+6,056
New +$363K 0.1% 202

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

Smartleaf Asset Management's XEL Position: Q2 2026 in Review

Smartleaf Asset Management held its Xcel Energy (XEL) position steady in Q2 2026 at 11,236 shares worth $921K. The position accounts for 0.03% of the portfolio, ranked #435.

Smartleaf Asset Management first reported a position in XEL in Q4 2023 and has held it in 11 quarters since. 1,292 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Smartleaf Asset Management held 11,236 shares of Xcel Energy worth $921K as of Q2 2026.
  • Smartleaf Asset Management left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.03% of Smartleaf Asset Management's portfolio in Q2 2026, its #435 holding.
  • Smartleaf Asset Management first reported a position in Xcel Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.