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

Accel 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 		$237K Sell
2,951
-100
-3% -$7.98K 0.05% 262
2026
Q1 		$242K Sell
3,051
-567
-16% -$44.5K 0.06% 237
2025
Q4 		$267K Sell
3,618
-278
-7% -$21.9K 0.07% 217
2025
Q3 		$314K Buy
3,896
+326
+9% +$23.6K 0.09% 200
2025
Q2 		$243K Buy
3,570
+245
+7% +$17K 0.08% 218
2025
Q1 		$235K Sell
3,325
-387
-10% -$26.3K 0.09% 215
2024
Q4 		$251K Buy
3,712
+23
+0.6% +$1.54K 0.1% 205
2024
Q3 		$241K Buy
+3,689
New +$219K 0.09% 208
2024
Q1 		– Sell
-3,810
Closed -$236K – 236
2023
Q4 		$236K Buy
3,810
+37
+1% +$2.22K 0.12% 165
2023
Q3 		$216K Buy
3,773
+4
+0.1% +$240 0.12% 154
2023
Q2 		$234K Sell
3,769
-45
-1% -$3K 0.13% 148
2023
Q1 		$257K Buy
3,814
+18
+0.5% +$1.22K 0.11% 180
2022
Q4 		$266K Sell
3,796
-55
-1% -$3.66K 0.13% 130
2022
Q3 		$256K Buy
3,851
+19
+0.5% +$1.38K 0.14% 140
2022
Q2 		$268K Buy
3,832
+17
+0.4% +$1.24K 0.15% 125
2022
Q1 		$278K Buy
3,815
+17
+0.4% +$1.17K 0.14% 122
2021
Q4 		$257K Buy
3,798
+18
+0.5% +$1.17K 0.13% 130
2021
Q3 		$236K Buy
3,780
+18
+0.5% +$1.22K 0.15% 116
2021
Q2 		$248K Buy
3,762
+13
+0.3% +$905 0.16% 120
2021
Q1 		$249K Buy
3,749
+14
+0.4% +$885 0.2% 105
2020
Q4 		$249K Buy
+3,735
New +$260K 0.23% 90

Other funds holding XEL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
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

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

Accel Wealth Management reduced its Xcel Energy (XEL) stake by 3.3% in Q2 2026, selling an estimated $7.98K and leaving 2,951 shares worth $237K. The position accounts for 0.05% of the portfolio, ranked #262.

Accel Wealth Management first reported a position in XEL in Q4 2020 and has held it in 21 quarters since. The position peaked at $314K in Q3 2025. 305 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Accel Wealth Management held 2,951 shares of Xcel Energy worth $237K as of Q2 2026.
  • Accel Wealth Management sold 100 Xcel Energy shares in Q2 2026, an estimated $7.98K.
  • Xcel Energy made up 0.05% of Accel Wealth Management's portfolio in Q2 2026, its #262 holding.
  • Accel Wealth Management first reported a position in Xcel Energy in Q4 2020 and has held it in 21 quarters since.
  • Accel Wealth Management's Xcel Energy position peaked at $314K in Q3 2025.
  • 305 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

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