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Waverly Advisors’s Xcel Energy XEL Stock Holding History

Waverly 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 		$5.91M Buy
73,580
+5,087
+7% +$406K 0.03% 407
2026
Q1 		$5.44M Sell
68,493
-1,242
-2% -$97.4K 0.04% 392
2025
Q4 		$5.15M Buy
69,735
+60,467
+652% +$4.77M 0.04% 371
2025
Q3 		$747K Buy
9,268
+380
+4% +$27.5K 0.01% 722
2025
Q2 		$605K Buy
8,888
+363
+4% +$25.2K 0.01% 754
2025
Q1 		$603K Buy
8,525
+429
+5% +$29.2K 0.01% 728
2024
Q4 		$547K Buy
8,096
+3,691
+84% +$248K 0.01% 660
2024
Q3 		$288K Buy
4,405
+32
+0.7% +$1.9K 0.01% 693
2024
Q2 		$234K Sell
4,373
-151
-3% -$8.21K ﹤0.01% 726
2024
Q1 		$243K Buy
+4,524
New +$258K 0.01% 614
2014
Q4 		– Sell
-383
Closed -$12K – 687
2014
Q3 		$12K Buy
383
+300
+361% +$9.39K 0.01% 440
2014
Q2 		$3K Hold
83
– – ﹤0.01% 677
2014
Q1 		$3K Hold
83
– – ﹤0.01% 637
2013
Q4 		$2K Buy
+83
New +$2.35K ﹤0.01% 791

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

Waverly Advisors's XEL Position: Q2 2026 in Review

Waverly Advisors increased its Xcel Energy (XEL) stake by 7.4% in Q2 2026, buying an estimated $406K and bringing the position to 73,580 shares worth $5.91M. The position accounts for 0.03% of the portfolio, ranked #407.

Waverly Advisors first reported a position in XEL in Q4 2013 and has held it in 14 quarters since. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Waverly Advisors held 73,580 shares of Xcel Energy worth $5.91M as of Q2 2026.
  • Waverly Advisors bought 5,087 Xcel Energy shares in Q2 2026, an estimated $406K.
  • Xcel Energy made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #407 holding.
  • Waverly Advisors first reported a position in Xcel Energy in Q4 2013 and has held it in 14 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.