WBI Investments’s Xcel Energy XEL Stock Holding History

WBI Investments’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	–	Sell	-3,342	Closed	-$265K	–	374
2026 Q1	$265K	Buy	+3,342	New	+$262K	0.07%	253

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

WBI Investments's XEL Position: Q2 2026 in Review

WBI Investments sold out of Xcel Energy (XEL) in Q2 2026, closing a stake of 3,342 shares — an estimated $265K sold.

WBI Investments first reported a position in XEL in Q1 2026 and held it in 1 quarter. The position peaked at $265K in Q1 2026. 1,291 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

WBI Investments reported no remaining Xcel Energy position as of Q2 2026 after selling out during the quarter.
WBI Investments sold 3,342 Xcel Energy shares in Q2 2026, an estimated $265K.
WBI Investments first reported a position in Xcel Energy in Q1 2026 and held it in 1 quarter.
WBI Investments's Xcel Energy position peaked at $265K in Q1 2026.
1,291 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.