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World Investment Advisors’s Xcel Energy XEL Stock Holding History

World Investment 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 		$611K Sell
7,690
-103
-1% -$8.22K 0.01% 868
2026
Q1 		$619K Sell
7,793
-1,313
-14% -$103K 0.01% 892
2025
Q4 		$673K Buy
9,106
+476
+6% +$37.5K 0.01% 820
2025
Q3 		$696K Buy
8,630
+1,842
+27% +$133K 0.01% 671
2025
Q2 		$462K Buy
6,788
+2,172
+47% +$151K 0.01% 762
2025
Q1 		$327K Buy
4,616
+120
+3% +$8.17K 0.01% 839
2024
Q4 		$304K Buy
+4,496
New +$302K 0.01% 819

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 Investment Advisors's XEL Position: Q2 2026 in Review

World Investment Advisors reduced its Xcel Energy (XEL) stake by 1.3% in Q2 2026, selling an estimated $8.22K and leaving 7,690 shares worth $611K. The position accounts for 0.01% of the portfolio, ranked #868.

World Investment Advisors first reported a position in XEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $696K in Q3 2025. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • World Investment Advisors held 7,690 shares of Xcel Energy worth $611K as of Q2 2026.
  • World Investment Advisors sold 103 Xcel Energy shares in Q2 2026, an estimated $8.22K.
  • Xcel Energy made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #868 holding.
  • World Investment Advisors first reported a position in Xcel Energy in Q4 2024 and has held it in 7 quarters since.
  • World Investment Advisors's Xcel Energy position peaked at $696K in Q3 2025.
  • 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.