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Atomi Financial Group’s Xcel Energy XEL Stock Holding History

Atomi Financial Group’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 		$440K Buy
5,476
+1,045
+24% +$83.4K 0.01% 831
2026
Q1 		$352K Sell
4,431
-223
-5% -$17.5K 0.01% 870
2025
Q4 		$344K Buy
4,654
+576
+14% +$45.4K 0.01% 871
2025
Q3 		$329K Buy
4,078
+625
+18% +$45.2K 0.01% 841
2025
Q2 		$235K Buy
3,453
+83
+2% +$5.76K 0.01% 960
2025
Q1 		$239K Sell
3,370
-752
-18% -$51.2K 0.01% 887
2024
Q4 		$278K Buy
+4,122
New +$276K 0.01% 761

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Atomi Financial Group's XEL Position: Q2 2026 in Review

Atomi Financial Group increased its Xcel Energy (XEL) stake by 24% in Q2 2026, buying an estimated $83.4K and bringing the position to 5,476 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #831.

Atomi Financial Group first reported a position in XEL in Q4 2024 and has held it in 7 quarters since. 1,293 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Atomi Financial Group held 5,476 shares of Xcel Energy worth $440K as of Q2 2026.
  • Atomi Financial Group bought 1,045 Xcel Energy shares in Q2 2026, an estimated $83.4K.
  • Xcel Energy made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #831 holding.
  • Atomi Financial Group first reported a position in Xcel Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,293 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.