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Strategic Investment Solutions’s Xcel Energy XEL Stock Holding History

Strategic Investment Solutions’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 		$32.1K Hold
400
– – 0.01% 296
2026
Q1 		$31.8K Hold
400
– – 0.01% 291
2025
Q4 		$29.5K Hold
400
– – 0.01% 284
2025
Q3 		$32.3K Hold
400
– – 0.01% 257
2025
Q2 		$27.2K Hold
400
– – 0.01% 262
2025
Q1 		$28.3K Hold
400
– – 0.01% 252
2024
Q4 		$27K Hold
400
– – 0.01% 276
2024
Q3 		$26.1K Hold
400
– – 0.01% 254
2024
Q2 		$23.3K Buy
+400
New +$21.8K 0.01% 250
2023
Q4 		$24.8K Sell
400
-24,800
-98% -$1.49M ﹤0.01% 618
2023
Q3 		$1.51M Buy
25,200
+24,800
+6,200% +$1.49M 0.02% 258
2023
Q2 		$25.4K Hold
400
– – 0.01% 418
2023
Q1 		$27K Buy
+400
New +$27K 0.01% 484

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

Strategic Investment Solutions's XEL Position: Q2 2026 in Review

Strategic Investment Solutions held its Xcel Energy (XEL) position steady in Q2 2026 at 400 shares worth $32.1K. The position accounts for 0.01% of the portfolio, ranked #296.

Strategic Investment Solutions first reported a position in XEL in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.51M in Q3 2023. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Strategic Investment Solutions held 400 shares of Xcel Energy worth $32.1K as of Q2 2026.
  • Strategic Investment Solutions left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #296 holding.
  • Strategic Investment Solutions first reported a position in Xcel Energy in Q1 2023 and has held it in 13 quarters since.
  • Strategic Investment Solutions's Xcel Energy position peaked at $1.51M in Q3 2023.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.