Bartlett & Co Wealth Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $50.4K | Buy |
623
+33
| +6% | +$2.63K | ﹤0.01% | 733 |
|
|
2026
Q1 | $47.9K | Buy |
590
+11
| +2% | +$863 | ﹤0.01% | 695 |
|
|
2025
Q4 | $43.1K | Buy |
579
+2
| +0.3% | +$158 | ﹤0.01% | 698 |
|
|
2025
Q3 | $46.9K | Buy |
577
+54
| +10% | +$3.91K | ﹤0.01% | 680 |
|
|
2025
Q2 | $35.9K | Hold |
523
| – | – | ﹤0.01% | 716 |
|
|
2025
Q1 | $37.3K | Sell |
523
-818
| -61% | -$55.7K | ﹤0.01% | 710 |
|
|
2024
Q4 | $90.5K | Hold |
1,341
| – | – | ﹤0.01% | 554 |
|
|
2024
Q3 | $88.3K | Hold |
1,341
| – | – | ﹤0.01% | 564 |
|
|
2024
Q2 | $72.4K | Hold |
1,341
| – | – | ﹤0.01% | 593 |
|
|
2024
Q1 | $72.8K | Buy |
1,341
+100
| +8% | +$5.71K | ﹤0.01% | 603 |
|
|
2023
Q4 | $77.5K | Hold |
1,241
| – | – | ﹤0.01% | 616 |
|
|
2023
Q3 | $71.6K | Hold |
1,241
| – | – | ﹤0.01% | 586 |
|
|
2023
Q2 | $77.8K | Buy |
1,241
+200
| +19% | +$13.4K | ﹤0.01% | 582 |
|
|
2023
Q1 | $70.7K | Hold |
1,041
| – | – | ﹤0.01% | 513 |
|
|
2022
Q4 | $73.5K | Hold |
1,041
| – | – | ﹤0.01% | 518 |
|
|
2022
Q3 | $67.1K | Hold |
1,041
| – | – | ﹤0.01% | 520 |
|
|
2022
Q2 | $74.2K | Hold |
1,041
| – | – | ﹤0.01% | 510 |
|
|
2022
Q1 | $75.6K | Buy |
+1,041
| New | +$71.5K | ﹤0.01% | 523 |
|
|
2021
Q4 | – | Sell |
-800
| Closed | -$50.4K | – | 901 |
|
|
2021
Q3 | $50.4K | Hold |
800
| – | – | ﹤0.01% | 510 |
|
|
2021
Q2 | $53.1K | Hold |
800
| – | – | ﹤0.01% | 497 |
|
|
2021
Q1 | $54K | Sell |
800
-1,013
| -56% | -$64K | ﹤0.01% | 522 |
|
|
2020
Q4 | $122K | Sell |
1,813
-762
| -30% | -$53.1K | ﹤0.01% | 383 |
|
|
2020
Q3 | $179K | Hold |
2,575
| – | – | ﹤0.01% | 321 |
|
|
2020
Q2 | $162K | Hold |
2,575
| – | – | ﹤0.01% | 331 |
|
|
2020
Q1 | $156K | Hold |
2,575
| – | – | ﹤0.01% | 312 |
|
|
2019
Q4 | $165K | Hold |
2,575
| – | – | ﹤0.01% | 355 |
|
|
2019
Q3 | $168K | Buy |
2,575
+1,000
| +63% | +$62.3K | ﹤0.01% | 343 |
|
|
2019
Q2 | $94.3K | Hold |
1,575
| – | – | ﹤0.01% | 333 |
|
|
2019
Q1 | $89.2K | Hold |
1,575
| – | – | ﹤0.01% | 333 |
|
|
2018
Q4 | $78.2K | Hold |
1,575
| – | – | ﹤0.01% | 336 |
|
|
2018
Q3 | $75K | Buy |
1,575
+800
| +103% | +$37.8K | ﹤0.01% | 367 |
|
|
2018
Q2 | $35.4K | Hold |
775
| – | – | ﹤0.01% | 464 |
|
|
2018
Q1 | $35.2K | Buy |
+775
| New | +$34.5K | ﹤0.01% | 465 |
|
Other funds holding XEL
Bartlett & Co Wealth Management's XEL Position: Q2 2026 in Review
Bartlett & Co Wealth Management increased its Xcel Energy (XEL) stake by 5.6% in Q2 2026, buying an estimated $2.63K and bringing the position to 623 shares worth $50.4K. The position accounts for ﹤0.01% of the portfolio, ranked #733.
Bartlett & Co Wealth Management first reported a position in XEL in Q1 2018 and has held it in 33 quarters since. The position peaked at $179K in Q3 2020. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.
- Bartlett & Co Wealth Management held 623 shares of Xcel Energy worth $50.4K as of Q2 2026.
- Bartlett & Co Wealth Management bought 33 Xcel Energy shares in Q2 2026, an estimated $2.63K.
- Xcel Energy made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #733 holding.
- Bartlett & Co Wealth Management first reported a position in Xcel Energy in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's Xcel Energy position peaked at $179K in Q3 2020.
- 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.