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USAdvisors Wealth Management’s Xcel Energy XEL Stock Holding History

USAdvisors Wealth Management’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 		$252K Buy
3,145
+18
+0.6% +$1.44K 0.07% 129
2026
Q1 		$247K Buy
3,127
+19
+0.6% +$1.49K 0.08% 120
2025
Q4 		$229K Sell
3,108
-45
-1% -$3.55K 0.08% 128
2025
Q3 		$254K Buy
3,153
+19
+0.6% +$1.38K 0.09% 110
2025
Q2 		$213K Buy
3,134
+20
+0.6% +$1.39K 0.08% 123
2025
Q1 		$220K Sell
3,114
-123
-4% -$8.37K 0.08% 123
2024
Q4 		$218K Sell
3,237
-123
-4% -$8.25K 0.07% 126
2024
Q3 		$216K Buy
+3,360
New +$199K 0.08% 118
2024
Q2 		– Sell
-4,044
Closed -$215K – 142
2024
Q1 		$215K Buy
4,044
+21
+0.5% +$1.2K 0.08% 124
2023
Q4 		$249K Buy
4,023
+20
+0.5% +$1.2K 0.1% 112
2023
Q3 		$229K Buy
4,003
+19
+0.5% +$1.14K 0.1% 101
2023
Q2 		$248K Buy
3,984
+17
+0.4% +$1.14K 0.12% 92
2023
Q1 		$268K Buy
3,967
+16
+0.4% +$1.08K 0.13% 100
2022
Q4 		$277K Buy
3,951
+17
+0.4% +$1.13K 0.13% 95
2022
Q3 		$252K Sell
3,934
-326
-8% -$23.7K 0.13% 104
2022
Q2 		$301K Buy
4,260
+16
+0.4% +$1.16K 0.15% 98
2022
Q1 		$306K Sell
4,244
-70
-2% -$4.81K 0.13% 99
2021
Q4 		$292K Buy
4,314
+25
+0.6% +$1.63K 0.12% 98
2021
Q3 		$268K Buy
4,289
+96
+2% +$6.49K 0.12% 93
2021
Q2 		$276K Buy
4,193
+16
+0.4% +$1.11K 0.15% 91
2021
Q1 		$278K Sell
4,177
-133
-3% -$8.41K 0.13% 90
2020
Q4 		$276K Buy
4,310
+69
+2% +$4.81K 0.13% 74
2020
Q3 		$292 Sell
4,241
-536
-11% -$36.6K 0.05% 61
2020
Q2 		$298K Sell
4,777
-3,433
-42% -$216K 0.16% 59
2020
Q1 		$495K Buy
8,210
+669
+9% +$43.6K 0.31% 52
2019
Q4 		$479K Sell
7,541
-347
-4% -$21.7K 0.25% 48
2019
Q3 		$511K Buy
+7,888
New +$492K 0.26% 34

Other funds holding XEL

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

USAdvisors Wealth Management's XEL Position: Q2 2026 in Review

USAdvisors Wealth Management increased its Xcel Energy (XEL) stake by 0.58% in Q2 2026, buying an estimated $1.44K and bringing the position to 3,145 shares worth $252K. The position accounts for 0.07% of the portfolio, ranked #129.

USAdvisors Wealth Management first reported a position in XEL in Q3 2019 and has held it in 27 quarters since. The position peaked at $511K in Q3 2019. 507 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • USAdvisors Wealth Management held 3,145 shares of Xcel Energy worth $252K as of Q2 2026.
  • USAdvisors Wealth Management bought 18 Xcel Energy shares in Q2 2026, an estimated $1.44K.
  • Xcel Energy made up 0.07% of USAdvisors Wealth Management's portfolio in Q2 2026, its #129 holding.
  • USAdvisors Wealth Management first reported a position in Xcel Energy in Q3 2019 and has held it in 27 quarters since.
  • USAdvisors Wealth Management's Xcel Energy position peaked at $511K in Q3 2019.
  • 507 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.