Wealth Enhancement Advisory Services
XEL icon

Wealth Enhancement Advisory Services’s Xcel Energy XEL Stock Holding History

Wealth Enhancement Advisory Services’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 		$31.8M Buy
401,620
+35,456
+10% +$2.83M 0.05% 306
2026
Q1 		$29.3M Sell
366,164
-206,334
-36% -$16.2M 0.06% 289
2025
Q4 		$42.6M Buy
572,498
+12,192
+2% +$962K 0.06% 294
2025
Q3 		$45.9M Buy
560,306
+38,326
+7% +$2.77M 0.07% 247
2025
Q2 		$35.6M Buy
521,980
+49,636
+11% +$3.44M 0.06% 287
2025
Q1 		$33.4M Buy
472,344
+73,036
+18% +$4.97M 0.06% 280
2024
Q4 		$27M Buy
399,308
+12,646
+3% +$848K 0.05% 311
2024
Q3 		$25.2M Buy
386,662
+40,308
+12% +$2.39M 0.05% 312
2024
Q2 		$18.5M Buy
346,354
+26,069
+8% +$1.42M 0.04% 343
2024
Q1 		$17.2M Sell
320,285
-6,623
-2% -$378K 0.04% 360
2023
Q4 		$20.2M Buy
326,908
+113,299
+53% +$6.8M 0.06% 295
2023
Q3 		$12.2M Buy
213,609
+185,784
+668% +$11.2M 0.04% 366
2023
Q2 		$1.73M Buy
27,825
+702
+3% +$46.9K 0.02% 216
2023
Q1 		$1.83M Buy
+27,123
New +$1.83M 0.02% 237
2022
Q4 		– Sell
-21,672
Closed -$1.3M – 378
2022
Q3 		$1.3M Buy
+21,672
New +$1.58M 0.02% 213
2021
Q4 		– Sell
-20,828
Closed -$1.34M – 341
2021
Q3 		$1.34M Sell
20,828
-24,661
-54% -$1.67M 0.02% 179
2021
Q2 		$3.13M Buy
+45,489
New +$3.17M 0.05% 127
2016
Q3 		– Sell
-46,281
Closed -$2.07M – 186
2016
Q2 		$2.07M Buy
46,281
+4,866
+12% +$201K 0.37% 36
2016
Q1 		$1.73M Sell
41,415
-18,781
-31% -$732K 0.35% 34
2015
Q4 		$2.16M Buy
60,196
+5,212
+9% +$186K 0.55% 34
2015
Q3 		$1.95M Buy
54,984
+5,162
+10% +$176K 0.59% 31
2015
Q2 		$1.6M Buy
49,822
+4,681
+10% +$157K 0.49% 37
2015
Q1 		$1.57M Buy
45,141
+3,604
+9% +$129K 0.6% 30
2014
Q4 		$1.49M Buy
+41,537
New +$1.39M 0.59% 30

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

Wealth Enhancement Advisory Services's XEL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Xcel Energy (XEL) stake by 9.7% in Q2 2026, buying an estimated $2.83M and bringing the position to 401,620 shares worth $31.8M. The position accounts for 0.05% of the portfolio, ranked #306.

Wealth Enhancement Advisory Services first reported a position in XEL in Q4 2014 and has held it in 24 quarters since. The position peaked at $45.9M in Q3 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 401,620 shares of Xcel Energy worth $31.8M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 35,456 Xcel Energy shares in Q2 2026, an estimated $2.83M.
  • Xcel Energy made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #306 holding.
  • Wealth Enhancement Advisory Services first reported a position in Xcel Energy in Q4 2014 and has held it in 24 quarters since.
  • Wealth Enhancement Advisory Services's Xcel Energy position peaked at $45.9M in Q3 2025.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.