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VestGen Advisors’s Xcel Energy XEL Stock Holding History

VestGen 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 		$679K Sell
8,457
-461
-5% -$36.8K 0.02% 568
2026
Q1 		$713K Sell
8,918
-325
-4% -$25.5K 0.02% 548
2025
Q4 		$683K Buy
9,243
+1,206
+15% +$95.1K 0.03% 426
2025
Q3 		$648K Buy
8,037
+984
+14% +$71.2K 0.02% 435
2025
Q2 		$480K Buy
7,053
+720
+11% +$49.9K 0.02% 429
2025
Q1 		$448K Buy
+6,333
New +$431K 0.02% 401

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

VestGen Advisors's XEL Position: Q2 2026 in Review

VestGen Advisors reduced its Xcel Energy (XEL) stake by 5.2% in Q2 2026, selling an estimated $36.8K and leaving 8,457 shares worth $679K. The position accounts for 0.02% of the portfolio, ranked #568.

VestGen Advisors first reported a position in XEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $713K in Q1 2026. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • VestGen Advisors held 8,457 shares of Xcel Energy worth $679K as of Q2 2026.
  • VestGen Advisors sold 461 Xcel Energy shares in Q2 2026, an estimated $36.8K.
  • Xcel Energy made up 0.02% of VestGen Advisors's portfolio in Q2 2026, its #568 holding.
  • VestGen Advisors first reported a position in Xcel Energy in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's Xcel Energy position peaked at $713K in Q1 2026.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.