Spectrum Wealth Advisory Group’s Xcel Energy XEL Stock Holding History

Spectrum Wealth Advisory Group’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	$1.62K	Buy	+20	New	+$1.6K	﹤0.01%	356

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Spectrum Wealth Advisory Group's XEL Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in Xcel Energy (XEL) in Q2 2026: 20 shares worth $1.62K. The stake represents ﹤0.01% of the portfolio and ranks #356 among its holdings.

1,282 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Spectrum Wealth Advisory Group held 20 shares of Xcel Energy worth $1.62K as of Q2 2026.
Xcel Energy was a new Spectrum Wealth Advisory Group position in Q2 2026.
Xcel Energy made up ﹤0.01% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #356 holding.
1,282 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.