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Ausdal Financial Partners’s Xcel Energy XEL Stock Holding History

Ausdal Financial Partners’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 		$241K Sell
2,995
-163
-5% -$13K 0.01% 910
2026
Q1 		$251K Sell
3,158
-305
-9% -$23.9K 0.01% 854
2025
Q4 		$256K Sell
3,463
-206
-6% -$16.2K 0.01% 805
2025
Q3 		$296K Buy
+3,669
New +$265K 0.01% 737
2018
Q4 		– Sell
-4,848
Closed -$229K – 409
2018
Q3 		$229K Buy
4,848
+8
+0.2% +$378 0.06% 342
2018
Q2 		$221K Buy
+4,840
New +$217K 0.07% 340

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 $3.38T AUM 44.17% 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

Ausdal Financial Partners's XEL Position: Q2 2026 in Review

Ausdal Financial Partners reduced its Xcel Energy (XEL) stake by 5.2% in Q2 2026, selling an estimated $13K and leaving 2,995 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #910.

Ausdal Financial Partners first reported a position in XEL in Q2 2018 and has held it in 6 quarters since. The position peaked at $296K in Q3 2025. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Ausdal Financial Partners held 2,995 shares of Xcel Energy worth $241K as of Q2 2026.
  • Ausdal Financial Partners sold 163 Xcel Energy shares in Q2 2026, an estimated $13K.
  • Xcel Energy made up 0.01% of Ausdal Financial Partners's portfolio in Q2 2026, its #910 holding.
  • Ausdal Financial Partners first reported a position in Xcel Energy in Q2 2018 and has held it in 6 quarters since.
  • Ausdal Financial Partners's Xcel Energy position peaked at $296K in Q3 2025.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.