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

Accurate 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 		$1.28M Buy
15,975
+269
+2% +$21.5K 0.12% 181
2026
Q1 		$1.29M Buy
15,706
+12,746
+431% +$1,000K 0.16% 147
2025
Q4 		$220K Buy
2,960
+15
+0.5% +$1.18K 0.03% 474
2025
Q3 		$238K Buy
+2,945
New +$213K 0.03% 444
2023
Q1 		– Sell
-1,038
Closed -$74.8K – 1486
2022
Q4 		$74.8K Buy
+1,038
New +$69.1K 0.03% 368

Other funds holding XEL

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

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

Accurate Wealth Management increased its Xcel Energy (XEL) stake by 1.7% in Q2 2026, buying an estimated $21.5K and bringing the position to 15,975 shares worth $1.28M. The position accounts for 0.12% of the portfolio, ranked #181.

Accurate Wealth Management first reported a position in XEL in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.29M in Q1 2026. 491 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Accurate Wealth Management held 15,975 shares of Xcel Energy worth $1.28M as of Q2 2026.
  • Accurate Wealth Management bought 269 Xcel Energy shares in Q2 2026, an estimated $21.5K.
  • Xcel Energy made up 0.12% of Accurate Wealth Management's portfolio in Q2 2026, its #181 holding.
  • Accurate Wealth Management first reported a position in Xcel Energy in Q4 2022 and has held it in 5 quarters since.
  • Accurate Wealth Management's Xcel Energy position peaked at $1.29M in Q1 2026.
  • 491 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.