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Whipplewood Advisors’s Xcel Energy XEL Stock Holding History

Whipplewood 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 		– Sell
-2,346
Closed -$186K – 1040
2026
Q1 		$186K Buy
2,346
+20
+0.9% +$1.57K 0.1% 132
2025
Q4 		$172K Hold
2,326
– – 0.11% 133
2025
Q3 		$188K Sell
2,326
-20
-0.9% -$1.45K 0.12% 126
2025
Q2 		$160K Sell
2,346
-6
-0.3% -$416 0.09% 191
2025
Q1 		$166K Buy
2,352
+6
+0.3% +$408 0.1% 180
2024
Q4 		$158K Buy
+2,346
New +$157K 0.09% 186

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

Whipplewood Advisors's XEL Position: Q2 2026 in Review

Whipplewood Advisors sold out of Xcel Energy (XEL) in Q2 2026, closing a stake of 2,346 shares — an estimated $186K sold.

Whipplewood Advisors first reported a position in XEL in Q4 2024 and held it in 6 quarters. The position peaked at $188K in Q3 2025. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Whipplewood Advisors reported no remaining Xcel Energy position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 2,346 Xcel Energy shares in Q2 2026, an estimated $186K.
  • Whipplewood Advisors first reported a position in Xcel Energy in Q4 2024 and held it in 6 quarters.
  • Whipplewood Advisors's Xcel Energy position peaked at $188K in Q3 2025.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.