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Tectonic Advisors’s Xcel Energy XEL Stock Holding History

Tectonic 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 		$1.06M Buy
13,257
+202
+2% +$16.1K 0.05% 173
2026
Q1 		$1.04M Sell
13,055
-226
-2% -$17.7K 0.05% 162
2025
Q4 		$981K Buy
13,281
+299
+2% +$23.6K 0.05% 169
2025
Q3 		$1.05M Sell
12,982
-541
-4% -$39.1K 0.06% 169
2025
Q2 		$921K Sell
13,523
-1,318
-9% -$91.4K 0.05% 178
2025
Q1 		$1.05M Buy
14,841
+594
+4% +$40.4K 0.07% 153
2024
Q4 		$962K Buy
14,247
+7,472
+110% +$501K 0.06% 160
2024
Q3 		$442K Buy
+6,775
New +$402K 0.03% 253

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

Tectonic Advisors's XEL Position: Q2 2026 in Review

Tectonic Advisors increased its Xcel Energy (XEL) stake by 1.5% in Q2 2026, buying an estimated $16.1K and bringing the position to 13,257 shares worth $1.06M. The position accounts for 0.05% of the portfolio, ranked #173.

Tectonic Advisors first reported a position in XEL in Q3 2024 and has held it in 8 quarters since. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Tectonic Advisors held 13,257 shares of Xcel Energy worth $1.06M as of Q2 2026.
  • Tectonic Advisors bought 202 Xcel Energy shares in Q2 2026, an estimated $16.1K.
  • Xcel Energy made up 0.05% of Tectonic Advisors's portfolio in Q2 2026, its #173 holding.
  • Tectonic Advisors first reported a position in Xcel Energy in Q3 2024 and has held it in 8 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Tectonic Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.