Trifecta Capital Advisors’s Xcel Energy XEL Stock Holding History

Trifecta Capital 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	$81	Buy	+1	New	+$80	﹤0.01%	490
2025 Q4	–	Sell	-28	Closed	-$2.26K	–	448
2025 Q3	$2.26K	Hold	28	–	–	﹤0.01%	323
2025 Q2	$1.91K	Hold	28	–	–	﹤0.01%	347
2025 Q1	$1.98K	Hold	28	–	–	﹤0.01%	314
2024 Q4	$1.89K	Hold	28	–	–	﹤0.01%	310
2024 Q3	$1.83K	Hold	28	–	–	﹤0.01%	326
2024 Q2	$1.5K	Hold	28	–	–	﹤0.01%	341
2024 Q1	$1.5K	Hold	28	–	–	﹤0.01%	335
2023 Q4	$1.73K	Hold	28	–	–	﹤0.01%	346
2023 Q3	$1.6K	Hold	28	–	–	﹤0.01%	334
2023 Q2	$1.74K	Hold	28	–	–	﹤0.01%	322
2023 Q1	$1.89K	Hold	28	–	–	﹤0.01%	312
2022 Q4	$1.96K	Buy	+28	New	+$1.86K	﹤0.01%	304

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

Trifecta Capital Advisors's XEL Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in Xcel Energy (XEL) in Q2 2026: 1 share worth $81. The stake represents ﹤0.01% of the portfolio and ranks #490 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in XEL as recently as Q3 2025.

Trifecta Capital Advisors first reported a position in XEL in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.26K in Q3 2025. 1,291 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Trifecta Capital Advisors held 1 share of Xcel Energy worth $81 as of Q2 2026.
Xcel Energy was a new Trifecta Capital Advisors position in Q2 2026.
Xcel Energy made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #490 holding.
Trifecta Capital Advisors first reported a position in Xcel Energy in Q4 2022 and has held it in 13 quarters since.
Trifecta Capital Advisors's Xcel Energy position peaked at $2.26K in Q3 2025.
1,291 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.