Vestmark Advisory Solutions’s Xcel Energy XEL Stock Holding History

Vestmark Advisory Solutions’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	$3.74M	Sell	46,626 -1,987	-4%	-$159K	0.04%	481
2026 Q1	$3.86M	Buy	48,613 +12,964	+36%	+$1.02M	0.04%	404
2025 Q4	$2.63M	Buy	35,649 +30,123	+545%	+$2.38M	0.04%	498
2025 Q3	$446K	Buy	+5,526	New	+$400K	0.01%	722
2025 Q2	–	Sell	-3,099	Closed	-$219K	–	822
2025 Q1	$219K	Sell	3,099 -293	-9%	-$19.9K	0.01%	609
2024 Q4	$229K	Buy	+3,392	New	+$228K	0.01%	544

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

Vestmark Advisory Solutions's XEL Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its Xcel Energy (XEL) stake by 4.1% in Q2 2026, selling an estimated $159K and leaving 46,626 shares worth $3.74M. The position accounts for 0.04% of the portfolio, ranked #481.

Vestmark Advisory Solutions first reported a position in XEL in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.86M in Q1 2026. 1,282 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Vestmark Advisory Solutions held 46,626 shares of Xcel Energy worth $3.74M as of Q2 2026.
Vestmark Advisory Solutions sold 1,987 Xcel Energy shares in Q2 2026, an estimated $159K.
Xcel Energy made up 0.04% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #481 holding.
Vestmark Advisory Solutions first reported a position in Xcel Energy in Q4 2024 and has held it in 6 quarters since.
Vestmark Advisory Solutions's Xcel Energy position peaked at $3.86M in Q1 2026.
1,282 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.