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Valued Wealth Advisors’s Xcel Energy XEL Stock Holding History

Valued 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
Q2 		$12.9K Buy
160
+4
+3% +$319 ﹤0.01% 265
2026
Q1 		$12.5K Buy
156
+39
+33% +$3.06K 0.01% 251
2025
Q4 		$8.72K Buy
117
+4
+4% +$315 ﹤0.01% 242
2025
Q3 		$9.2K Buy
113
+1
+0.9% +$72 ﹤0.01% 229
2025
Q2 		$7.72K Buy
112
+12
+12% +$832 ﹤0.01% 233
2025
Q1 		$7.15K Hold
100
– – ﹤0.01% 265
2024
Q4 		$6.75K Buy
100
+7
+8% +$470 ﹤0.01% 270
2024
Q3 		$6.12K Buy
93
+16
+21% +$949 ﹤0.01% 266
2024
Q2 		$4.16K Sell
77
-1
-1% -$54 ﹤0.01% 291
2024
Q1 		$4.22K Sell
78
-3
-4% -$171 ﹤0.01% 265
2023
Q4 		$4.68K Buy
+81
New +$4.86K ﹤0.01% 206

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 $3.38T AUM 44.17% 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

Valued Wealth Advisors's XEL Position: Q2 2026 in Review

Valued Wealth Advisors increased its Xcel Energy (XEL) stake by 2.6% in Q2 2026, buying an estimated $319 and bringing the position to 160 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Valued Wealth Advisors first reported a position in XEL in Q4 2023 and has held it in 11 quarters since. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Valued Wealth Advisors held 160 shares of Xcel Energy worth $12.9K as of Q2 2026.
  • Valued Wealth Advisors bought 4 Xcel Energy shares in Q2 2026, an estimated $319.
  • Xcel Energy made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #265 holding.
  • Valued Wealth Advisors first reported a position in Xcel Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.