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Vise Technologies’s Xcel Energy XEL Stock Holding History

Vise Technologies’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 		$4.89M Buy
60,934
+40,202
+194% +$3.21M 0.06% 283
2026
Q1 		$1.53M Hold
20,732
– – 0.03% 446
2025
Q4 		$1.53M Buy
20,732
+4,258
+26% +$336K 0.03% 447
2025
Q3 		$1.33M Sell
16,474
-1,321
-7% -$95.6K 0.05% 357
2025
Q2 		$1.21M Buy
+17,795
New +$1.23M 0.05% 388
2024
Q4 		$619K Buy
9,164
+3,729
+69% +$250K 0.05% 363
2024
Q3 		$355K Buy
+5,435
New +$322K 0.05% 394
2023
Q2 		– Sell
-4,915
Closed -$331K – 375
2023
Q1 		$331K Buy
4,915
+1,793
+57% +$121K 0.09% 230
2022
Q4 		$219K Buy
+3,122
New +$208K 0.07% 295

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

Vise Technologies's XEL Position: Q2 2026 in Review

Vise Technologies increased its Xcel Energy (XEL) stake by 194% in Q2 2026, buying an estimated $3.21M and bringing the position to 60,934 shares worth $4.89M. The position accounts for 0.06% of the portfolio, ranked #283.

Vise Technologies first reported a position in XEL in Q4 2022 and has held it in 9 quarters since. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Vise Technologies held 60,934 shares of Xcel Energy worth $4.89M as of Q2 2026.
  • Vise Technologies bought 40,202 Xcel Energy shares in Q2 2026, an estimated $3.21M.
  • Xcel Energy made up 0.06% of Vise Technologies's portfolio in Q2 2026, its #283 holding.
  • Vise Technologies first reported a position in Xcel Energy in Q4 2022 and has held it in 9 quarters since.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.