AWM
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Abound Wealth Management’s Xcel Energy XEL Stock Holding History

Abound Wealth Management’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 		$24.3K Sell
303
-58
-16% -$4.63K ﹤0.01% 342
2026
Q1 		$28.7K Hold
361
– – 0.01% 332
2025
Q4 		$26.6K Buy
361
+288
+395% +$22.7K 0.01% 320
2025
Q3 		$5.91K Buy
73
+4
+6% +$289 ﹤0.01% 608
2025
Q2 		$4.72K Hold
69
– – ﹤0.01% 586
2025
Q1 		$4.9K Sell
69
-21
-23% -$1.43K ﹤0.01% 542
2024
Q4 		$6.09K Sell
90
-1
-1% -$67 ﹤0.01% 487
2024
Q3 		$5.95K Buy
91
+10
+12% +$593 ﹤0.01% 512
2024
Q2 		$4.33K Hold
81
– – ﹤0.01% 532
2024
Q1 		$4.36K Sell
81
-8
-9% -$457 ﹤0.01% 553
2023
Q4 		$5.51K Sell
89
-5
-5% -$300 ﹤0.01% 478
2023
Q3 		$5.38K Buy
94
+13
+16% +$781 ﹤0.01% 448
2023
Q2 		$5.04K Hold
81
– – ﹤0.01% 479
2023
Q1 		$5.47K Buy
81
+47
+138% +$3.17K ﹤0.01% 386
2022
Q4 		$2.39K Hold
34
– – ﹤0.01% 514
2022
Q3 		$2.18K Buy
+34
New +$2.48K ﹤0.01% 466

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

Abound Wealth Management's XEL Position: Q2 2026 in Review

Abound Wealth Management reduced its Xcel Energy (XEL) stake by 16% in Q2 2026, selling an estimated $4.63K and leaving 303 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Abound Wealth Management first reported a position in XEL in Q3 2022 and has held it in 16 quarters since. The position peaked at $28.7K in Q1 2026. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Abound Wealth Management held 303 shares of Xcel Energy worth $24.3K as of Q2 2026.
  • Abound Wealth Management sold 58 Xcel Energy shares in Q2 2026, an estimated $4.63K.
  • Xcel Energy made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #342 holding.
  • Abound Wealth Management first reported a position in Xcel Energy in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Xcel Energy position peaked at $28.7K in Q1 2026.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.