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World Equity Group’s Xcel Energy XEL Stock Holding History

World Equity Group’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
-6,561
Closed -$521K – 427
2026
Q1 		$521K Buy
6,561
+1,753
+36% +$137K 0.14% 186
2025
Q4 		$355K Buy
+4,808
New +$379K 0.1% 227
2023
Q2 		– Sell
-6,136
Closed -$610K – 583
2023
Q1 		$610K Buy
+6,136
New +$414K 0.09% 237

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

World Equity Group's XEL Position: Q2 2026 in Review

World Equity Group sold out of Xcel Energy (XEL) in Q2 2026, closing a stake of 6,561 shares — an estimated $521K sold.

World Equity Group first reported a position in XEL in Q1 2023 and held it in 3 quarters. The position peaked at $610K in Q1 2023. 1,282 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • World Equity Group reported no remaining Xcel Energy position as of Q2 2026 after selling out during the quarter.
  • World Equity Group sold 6,561 Xcel Energy shares in Q2 2026, an estimated $521K.
  • World Equity Group first reported a position in Xcel Energy in Q1 2023 and held it in 3 quarters.
  • World Equity Group's Xcel Energy position peaked at $610K in Q1 2023.
  • 1,282 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.