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Twin Peaks Wealth Advisors’s Xcel Energy XEL Stock Holding History

Twin Peaks Wealth 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
Q1 		$50.6K Buy
+637
New +$50K 0.01% 438
2025
Q3 		– Sell
-341
Closed -$24.7K – 2176
2025
Q2 		$24.7K Buy
+341
New +$23.6K 0.01% 530

Other funds holding XEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Twin Peaks Wealth Advisors's XEL Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Xcel Energy (XEL) in Q1 2026: 637 shares worth $50.6K. The stake represents 0.01% of the portfolio and ranks #438 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in XEL as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in XEL in Q2 2025 and has held it in 2 quarters since. 1,264 funds tracked by Wall St. Rank hold XEL as of Q1 2026.

  • Twin Peaks Wealth Advisors held 637 shares of Xcel Energy worth $50.6K as of Q1 2026.
  • Xcel Energy was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Xcel Energy made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #438 holding.
  • Twin Peaks Wealth Advisors first reported a position in Xcel Energy in Q2 2025 and has held it in 2 quarters since.
  • 1,264 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.