Beaird Harris Wealth Management’s Xcel Energy XEL Stock Holding History

Beaird Harris Wealth Management’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	$2.41K	Hold	30	–	–	﹤0.01%	511
2026 Q1	$2.38K	Hold	30	–	–	﹤0.01%	479
2025 Q4	$2.22K	Hold	30	–	–	﹤0.01%	512
2025 Q3	$2.42K	Buy	+30	New	+$2.17K	﹤0.01%	498
2024 Q3	–	Sell	-964	Closed	-$51.5K	–	711
2024 Q2	$51.5K	Hold	964	–	–	﹤0.01%	220
2024 Q1	$51.8K	Hold	964	–	–	0.01%	202
2023 Q4	$59.7K	Hold	964	–	–	0.01%	175
2023 Q3	$55.2K	Hold	964	–	–	0.01%	168
2023 Q2	$59.9K	Hold	964	–	–	0.01%	164
2023 Q1	$65K	Hold	964	–	–	0.01%	157
2022 Q4	$67.6K	Hold	964	–	–	0.01%	162
2022 Q3	$62K	Buy	+964	New	+$70.2K	0.01%	150
2022 Q2	–	Sell	-964	Closed	-$70K	–	629
2022 Q1	$70K	Hold	964	–	–	0.03%	163
2021 Q4	$65K	Buy	+964	New	+$62.8K	0.02%	206

Other funds holding XEL

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 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

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

PensionDanmark Copenhagen O, Denmark $12B AUM

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Beaird Harris Wealth Management's XEL Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Xcel Energy (XEL) position steady in Q2 2026 at 30 shares worth $2.41K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Beaird Harris Wealth Management first reported a position in XEL in Q4 2021 and has held it in 14 quarters since. The position peaked at $70K in Q1 2022. 193 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Beaird Harris Wealth Management held 30 shares of Xcel Energy worth $2.41K as of Q2 2026.
Beaird Harris Wealth Management left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #511 holding.
Beaird Harris Wealth Management first reported a position in Xcel Energy in Q4 2021 and has held it in 14 quarters since.
Beaird Harris Wealth Management's Xcel Energy position peaked at $70K in Q1 2022.
193 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.