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Wellington-Altus USA’s Xcel Energy XEL Stock Holding History

Wellington-Altus USA’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 		$11.2K Buy
+141
New +$11.3K 0.01% 571
2026
Q1 		– Sell
-141
Closed -$10.4K – 754
2025
Q4 		$10.4K Buy
+141
New +$11.1K 0.01% 575

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

Wellington-Altus USA's XEL Position: Q2 2026 in Review

Wellington-Altus USA opened a new position in Xcel Energy (XEL) in Q2 2026: 141 shares worth $11.2K. The stake represents 0.01% of the portfolio and ranks #571 among its holdings. This is a return to the name: Wellington-Altus USA previously reported a position in XEL as recently as Q4 2025.

Wellington-Altus USA first reported a position in XEL in Q4 2025 and has held it in 2 quarters since. 1,293 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Wellington-Altus USA held 141 shares of Xcel Energy worth $11.2K as of Q2 2026.
  • Xcel Energy was a new Wellington-Altus USA position in Q2 2026.
  • Xcel Energy made up 0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #571 holding.
  • Wellington-Altus USA first reported a position in Xcel Energy in Q4 2025 and has held it in 2 quarters since.
  • 1,293 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.