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Buck Wealth Strategies’s Xcel Energy XEL Stock Holding History

Buck Wealth Strategies’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 		$43.5K Buy
+542
New +$43.3K ﹤0.01% 355
2023
Q4 		– Sell
-44
Closed -$2.54K – 346
2023
Q3 		$2.54K Hold
44
– – ﹤0.01% 297
2023
Q2 		$2.73K Buy
+44
New +$2.94K ﹤0.01% 224

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 $3.38T AUM 44.17% 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

Buck Wealth Strategies's XEL Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Xcel Energy (XEL) in Q2 2026: 542 shares worth $43.5K. The stake represents ﹤0.01% of the portfolio and ranks #355 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in XEL as recently as Q3 2023.

Buck Wealth Strategies first reported a position in XEL in Q2 2023 and has held it in 3 quarters since. 1,295 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Buck Wealth Strategies held 542 shares of Xcel Energy worth $43.5K as of Q2 2026.
  • Xcel Energy was a new Buck Wealth Strategies position in Q2 2026.
  • Xcel Energy made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #355 holding.
  • Buck Wealth Strategies first reported a position in Xcel Energy in Q2 2023 and has held it in 3 quarters since.
  • 1,295 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.