Access Financial Services’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $353K | Sell |
4,400
-212
| -5% | -$16.9K | 0.12% | 87 |
|
|
2026
Q1 | $366K | Sell |
4,612
-93
| -2% | -$7.29K | 0.13% | 80 |
|
|
2025
Q4 | $348K | Sell |
4,705
-885
| -16% | -$69.8K | 0.13% | 89 |
|
|
2025
Q3 | $451K | Sell |
5,590
-129
| -2% | -$9.33K | 0.16% | 79 |
|
|
2025
Q2 | $389K | Sell |
5,719
-219
| -4% | -$15.2K | 0.15% | 84 |
|
|
2025
Q1 | $420K | Sell |
5,938
-220
| -4% | -$15K | 0.17% | 76 |
|
|
2024
Q4 | $416K | Sell |
6,158
-329
| -5% | -$22.1K | 0.19% | 79 |
|
|
2024
Q3 | $424K | Sell |
6,487
-379
| -6% | -$22.5K | 0.19% | 78 |
|
|
2024
Q2 | $367K | Buy |
6,866
+6
| +0.1% | +$326 | 0.17% | 79 |
|
|
2024
Q1 | $369K | Buy |
6,860
+6
| +0.1% | +$343 | 0.16% | 77 |
|
|
2023
Q4 | $424K | Buy |
6,854
+5
| +0.1% | +$300 | 0.22% | 76 |
|
|
2023
Q3 | $392K | Sell |
6,849
-1,624
| -19% | -$97.6K | 0.23% | 73 |
|
|
2023
Q2 | $527K | Buy |
8,473
+4
| +0% | +$267 | 0.31% | 70 |
|
|
2023
Q1 | $571K | Sell |
8,469
-26
| -0.3% | -$1.75K | 0.35% | 67 |
|
|
2022
Q4 | $596K | Buy |
8,495
+5
| +0.1% | +$333 | 0.36% | 70 |
|
|
2022
Q3 | $543K | Buy |
8,490
+4
| +0% | +$291 | 0.35% | 68 |
|
|
2022
Q2 | $600K | Buy |
8,486
+4
| +0% | +$291 | 0.34% | 73 |
|
|
2022
Q1 | $612K | Buy |
8,482
+4
| +0% | +$275 | 0.29% | 82 |
|
|
2021
Q4 | $574K | Buy |
8,478
+4
| +0% | +$261 | 0.26% | 88 |
|
|
2021
Q3 | $530K | Sell |
8,474
-146
| -2% | -$9.86K | 0.24% | 87 |
|
|
2021
Q2 | $568K | Sell |
8,620
-107
| -1% | -$7.45K | 0.26% | 88 |
|
|
2021
Q1 | $580K | Sell |
8,727
-161
| -2% | -$10.2K | 0.27% | 71 |
|
|
2020
Q4 | $593K | Sell |
8,888
-102
| -1% | -$7.11K | 0.29% | 63 |
|
|
2020
Q3 | $620K | Buy |
8,990
+4
| +0% | +$273 | 0.33% | 58 |
|
|
2020
Q2 | $562K | Buy |
8,986
+4
| +0% | +$252 | 0.37% | 54 |
|
|
2020
Q1 | $542K | Sell |
8,982
-3,164
| -26% | -$206K | 0.43% | 44 |
|
|
2019
Q4 | $771K | Buy |
12,146
+2,762
| +29% | +$173K | 0.45% | 50 |
|
|
2019
Q3 | $609K | Buy |
9,384
+5
| +0.1% | +$312 | 0.43% | 51 |
|
|
2019
Q2 | $558K | Buy |
9,379
+5
| +0.1% | +$287 | 0.43% | 51 |
|
|
2019
Q1 | $527K | Buy |
9,374
+5
| +0.1% | +$266 | 0.42% | 48 |
|
|
2018
Q4 | $462K | Buy |
9,369
+5
| +0.1% | +$251 | 0.41% | 51 |
|
|
2018
Q3 | $442K | Buy |
9,364
+6
| +0.1% | +$283 | 0.3% | 51 |
|
|
2018
Q2 | $427K | Buy |
9,358
+5
| +0.1% | +$224 | 0.3% | 54 |
|
|
2018
Q1 | $425K | Sell |
9,353
-44
| -0.5% | -$1.96K | 0.31% | 56 |
|
|
2017
Q4 | $452K | Buy |
9,397
+4
| +0% | +$199 | 0.31% | 55 |
|
|
2017
Q3 | $444K | Sell |
9,393
-45
| -0.5% | -$2.16K | 0.34% | 55 |
|
|
2017
Q2 | $433K | Sell |
9,438
-965
| -9% | -$44.4K | 0.35% | 56 |
|
|
2017
Q1 | $462K | Sell |
10,403
-1,442
| -12% | -$61.1K | 0.39% | 51 |
|
|
2016
Q4 | $482K | Buy |
+11,845
| New | +$474K | 0.44% | 47 |
|
Other funds holding XEL
Access Financial Services's XEL Position: Q2 2026 in Review
Access Financial Services reduced its Xcel Energy (XEL) stake by 4.6% in Q2 2026, selling an estimated $16.9K and leaving 4,400 shares worth $353K. The position accounts for 0.12% of the portfolio, ranked #87.
Access Financial Services first reported a position in XEL in Q4 2016 and has held it in 39 quarters since. The position peaked at $771K in Q4 2019. 1,284 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- Access Financial Services held 4,400 shares of Xcel Energy worth $353K as of Q2 2026.
- Access Financial Services sold 212 Xcel Energy shares in Q2 2026, an estimated $16.9K.
- Xcel Energy made up 0.12% of Access Financial Services's portfolio in Q2 2026, its #87 holding.
- Access Financial Services first reported a position in Xcel Energy in Q4 2016 and has held it in 39 quarters since.
- Access Financial Services's Xcel Energy position peaked at $771K in Q4 2019.
- 1,284 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.
Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.