BFG
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Berger Financial Group’s Xcel Energy XEL Stock Holding History

Berger Financial Group’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 		$2.86M Sell
35,574
-36
-0.1% -$2.87K 0.15% 116
2026
Q1 		$2.83M Sell
35,610
-632
-2% -$49.6K 0.16% 114
2025
Q4 		$2.68M Sell
36,242
-1,620
-4% -$128K 0.15% 118
2025
Q3 		$3.05M Buy
37,862
+1,415
+4% +$102K 0.18% 111
2025
Q2 		$2.48M Sell
36,447
-283
-0.8% -$19.6K 0.16% 118
2025
Q1 		$2.6M Sell
36,730
-1,487
-4% -$101K 0.18% 113
2024
Q4 		$2.58M Buy
38,217
+11,415
+43% +$766K 0.18% 114
2024
Q3 		$1.75M Buy
26,802
+340
+1% +$20.2K 0.13% 128
2024
Q2 		$1.41M Buy
26,462
+97
+0.4% +$5.28K 0.11% 129
2024
Q1 		$1.42M Buy
26,365
+387
+1% +$22.1K 0.12% 126
2023
Q4 		$1.61M Buy
25,978
+492
+2% +$29.5K 0.17% 104
2023
Q3 		$1.46M Buy
25,486
+303
+1% +$18.2K 0.17% 106
2023
Q2 		$1.57M Buy
25,183
+6,583
+35% +$439K 0.18% 102
2023
Q1 		$1.25M Buy
18,600
+612
+3% +$41.3K 0.15% 99
2022
Q4 		$1.26M Buy
17,988
+1,623
+10% +$108K 0.17% 96
2022
Q3 		$1.05M Buy
16,365
+18
+0.1% +$1.31K 0.15% 96
2022
Q2 		$1.16M Sell
16,347
-118
-0.7% -$8.59K 0.17% 86
2022
Q1 		$1.19M Sell
16,465
-249
-1% -$17.1K 0.15% 90
2021
Q4 		$1.13M Buy
16,714
+155
+0.9% +$10.1K 0.15% 95
2021
Q3 		$1.03M Buy
16,559
+995
+6% +$67.2K 0.19% 76
2021
Q2 		$1.02M Buy
15,564
+5,623
+57% +$391K 0.19% 80
2021
Q1 		$661K Buy
9,941
+245
+3% +$15.5K 0.14% 92
2020
Q4 		$646K Buy
+9,696
New +$676K 0.11% 113

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

Berger Financial Group's XEL Position: Q2 2026 in Review

Berger Financial Group reduced its Xcel Energy (XEL) stake by 0.1% in Q2 2026, selling an estimated $2.87K and leaving 35,574 shares worth $2.86M. The position accounts for 0.15% of the portfolio, ranked #116.

Berger Financial Group first reported a position in XEL in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.05M in Q3 2025. 1,289 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Berger Financial Group held 35,574 shares of Xcel Energy worth $2.86M as of Q2 2026.
  • Berger Financial Group sold 36 Xcel Energy shares in Q2 2026, an estimated $2.87K.
  • Xcel Energy made up 0.15% of Berger Financial Group's portfolio in Q2 2026, its #116 holding.
  • Berger Financial Group first reported a position in Xcel Energy in Q4 2020 and has held it in 23 quarters since.
  • Berger Financial Group's Xcel Energy position peaked at $3.05M in Q3 2025.
  • 1,289 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.