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Beacon Financial Strategies’s Xcel Energy XEL Stock Holding History

Beacon Financial Strategies’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 		$36.1K Hold
450
– – 0.02% 119
2026
Q1 		$35.7K Hold
450
– – 0.02% 88
2025
Q4 		$33.2K Buy
+450
New +$35.5K 0.02% 95

Other funds holding XEL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Beacon Financial Strategies's XEL Position: Q2 2026 in Review

Beacon Financial Strategies held its Xcel Energy (XEL) position steady in Q2 2026 at 450 shares worth $36.1K. The position accounts for 0.02% of the portfolio, ranked #119.

Beacon Financial Strategies first reported a position in XEL in Q4 2025 and has held it in 3 quarters since. 181 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Beacon Financial Strategies held 450 shares of Xcel Energy worth $36.1K as of Q2 2026.
  • Beacon Financial Strategies left its Xcel Energy share count unchanged in Q2 2026.
  • Xcel Energy made up 0.02% of Beacon Financial Strategies's portfolio in Q2 2026, its #119 holding.
  • Beacon Financial Strategies first reported a position in Xcel Energy in Q4 2025 and has held it in 3 quarters since.
  • 181 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.