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Bravera Wealth’s Xcel Energy XEL Stock Holding History

Bravera Wealth’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 		$431K Sell
5,362
-25
-0.5% -$2K 0.17% 60
2026
Q1 		$428K Hold
5,387
– – 0.19% 62
2025
Q4 		$398K Buy
+5,387
New +$425K 0.2% 56

Other funds holding XEL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Bravera Wealth's XEL Position: Q2 2026 in Review

Bravera Wealth reduced its Xcel Energy (XEL) stake by 0.46% in Q2 2026, selling an estimated $2K and leaving 5,362 shares worth $431K. The position accounts for 0.17% of the portfolio, ranked #60.

Bravera Wealth first reported a position in XEL in Q4 2025 and has held it in 3 quarters since. 353 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Bravera Wealth held 5,362 shares of Xcel Energy worth $431K as of Q2 2026.
  • Bravera Wealth sold 25 Xcel Energy shares in Q2 2026, an estimated $2K.
  • Xcel Energy made up 0.17% of Bravera Wealth's portfolio in Q2 2026, its #60 holding.
  • Bravera Wealth first reported a position in Xcel Energy in Q4 2025 and has held it in 3 quarters since.
  • 353 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.