Action Point Financial Planning’s Xcel Energy XEL Stock Holding History

Action Point Financial Planning’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	$54.2K	Buy	+679	New	+$54.2K	0.01%	785

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Action Point Financial Planning's XEL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Xcel Energy (XEL) in Q2 2026: 679 shares worth $54.2K. The stake represents 0.01% of the portfolio and ranks #785 among its holdings.

1,282 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Action Point Financial Planning held 679 shares of Xcel Energy worth $54.2K as of Q2 2026.
Xcel Energy was a new Action Point Financial Planning position in Q2 2026.
Xcel Energy made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #785 holding.
1,282 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.