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Bare Financial Services’s Xcel Energy XEL Stock Holding History

Bare Financial Services’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 		$8.75K Buy
109
+41
+60% +$3.27K ﹤0.01% 642
2026
Q1 		$5.4K Buy
68
+6
+10% +$471 ﹤0.01% 613
2025
Q4 		$4.58K Hold
62
– – ﹤0.01% 563
2025
Q3 		$5K Hold
62
– – ﹤0.01% 536
2025
Q2 		$4.22K Buy
+62
New +$4.3K ﹤0.01% 571

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

Bare Financial Services's XEL Position: Q2 2026 in Review

Bare Financial Services increased its Xcel Energy (XEL) stake by 60% in Q2 2026, buying an estimated $3.27K and bringing the position to 109 shares worth $8.75K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Bare Financial Services first reported a position in XEL in Q2 2025 and has held it in 5 quarters since. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Bare Financial Services held 109 shares of Xcel Energy worth $8.75K as of Q2 2026.
  • Bare Financial Services bought 41 Xcel Energy shares in Q2 2026, an estimated $3.27K.
  • Xcel Energy made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #642 holding.
  • Bare Financial Services first reported a position in Xcel Energy in Q2 2025 and has held it in 5 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.