BlueStem Wealth Partners’s Xcel Energy XEL Stock Holding History

BlueStem Wealth Partners’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	$272K	Buy	3,387 +11	+0.3%	+$878	0.03%	108
2026 Q1	$268K	Buy	3,376 +9	+0.3%	+$706	0.03%	109
2025 Q4	$249K	Sell	3,367 -88	-3%	-$6.94K	0.03%	109
2025 Q3	$279K	Buy	3,455 +45	+1%	+$3.25K	0.03%	96
2025 Q2	$232K	Buy	3,410 +28	+0.8%	+$1.94K	0.03%	108
2025 Q1	$239K	Sell	3,382 -535	-14%	-$36.4K	0.03%	88
2024 Q4	$264K	Buy	+3,917	New	+$263K	0.03%	84

Other funds holding XEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlueStem Wealth Partners's XEL Position: Q2 2026 in Review

BlueStem Wealth Partners increased its Xcel Energy (XEL) stake by 0.33% in Q2 2026, buying an estimated $878 and bringing the position to 3,387 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #108.

BlueStem Wealth Partners first reported a position in XEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $279K in Q3 2025. 1,291 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

BlueStem Wealth Partners held 3,387 shares of Xcel Energy worth $272K as of Q2 2026.
BlueStem Wealth Partners bought 11 Xcel Energy shares in Q2 2026, an estimated $878.
Xcel Energy made up 0.03% of BlueStem Wealth Partners's portfolio in Q2 2026, its #108 holding.
BlueStem Wealth Partners first reported a position in Xcel Energy in Q4 2024 and has held it in 7 quarters since.
BlueStem Wealth Partners's Xcel Energy position peaked at $279K in Q3 2025.
1,291 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

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