Basepoint Wealth’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
$23.7K Buy
295
+2
+0.7% +$160 0.01% 301
2026
Q1
$23.3K Buy
293
+3
+1% +$235 0.01% 312
2025
Q4
$21.5K Buy
+290
New +$22.9K 0.01% 319

Other funds holding XEL

Basepoint Wealth's XEL Position: Q2 2026 in Review

Basepoint Wealth increased its Xcel Energy (XEL) stake by 0.68% in Q2 2026, buying an estimated $160 and bringing the position to 295 shares worth $23.7K. The position accounts for 0.01% of the portfolio, ranked #301.

Basepoint Wealth first reported a position in XEL in Q4 2025 and has held it in 3 quarters since. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Basepoint Wealth held 295 shares of Xcel Energy worth $23.7K as of Q2 2026.
  • Basepoint Wealth bought 2 Xcel Energy shares in Q2 2026, an estimated $160.
  • Xcel Energy made up 0.01% of Basepoint Wealth's portfolio in Q2 2026, its #301 holding.
  • Basepoint Wealth first reported a position in Xcel Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.