AWM
XEL icon

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

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ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
OLA
Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return