BWM
XEL icon

Bernicke Wealth Management’s Xcel Energy XEL Stock Holding History

Bernicke 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 		$1.07M Buy
13,267
+2,394
+22% +$191K 0.12% 52
2026
Q1 		$864K Buy
10,873
+5,888
+118% +$462K 0.11% 54
2025
Q4 		$368K Buy
+4,985
New +$393K 0.05% 80

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Bernicke Wealth Management's XEL Position: Q2 2026 in Review

Bernicke Wealth Management increased its Xcel Energy (XEL) stake by 22% in Q2 2026, buying an estimated $191K and bringing the position to 13,267 shares worth $1.07M. The position accounts for 0.12% of the portfolio, ranked #52.

Bernicke Wealth Management first reported a position in XEL in Q4 2025 and has held it in 3 quarters since. 1,053 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Bernicke Wealth Management held 13,267 shares of Xcel Energy worth $1.07M as of Q2 2026.
  • Bernicke Wealth Management bought 2,394 Xcel Energy shares in Q2 2026, an estimated $191K.
  • Xcel Energy made up 0.12% of Bernicke Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Bernicke Wealth Management first reported a position in Xcel Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.